+8.3%
LNT vs AS
-21.9%
+30.2%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.6% | -3.6% | -0.1% |
| 7D | -0.1% | -4.9% | +4.8% | -0.1% |
| 30D | -3.2% | -19.6% | +16.4% | -3.0% |
| 3M | -4.1% | -14.4% | +10.3% | -4.0% |
| 6M | -4.6% | -20.1% | +15.6% | -4.7% |
| YTD | +7.0% | -20.9% | +27.9% | +6.7% |
| 1Y | +8.3% | -21.9% | +30.1% | +7.4% |
| All | +8.3% | -21.9% | +30.2% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling