+70.7%
LNT vs ARWR
+85.8%
-15.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.5% |
| 7D | -0.2% | -19.9% | +19.7% | +0.4% |
| 30D | +11.6% | -18.7% | +30.3% | +12.2% |
| 3M | +8.2% | -44.7% | +52.9% | +9.9% |
| 6M | +3.1% | -36.5% | +39.6% | +4.3% |
| YTD | +16.8% | -25.7% | +42.4% | +17.3% |
| 1Y | +11.6% | +18.9% | -7.3% | +10.0% |
| All | +70.7% | +85.8% | -15.0% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ARWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling