+185.0%
LNT vs FFIV
+130.1%
+55.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.3% | +0.4% |
| 7D | -0.2% | -2.9% | +2.7% | +0.1% |
| 30D | +11.6% | -32.4% | +44.0% | +16.3% |
| 3M | +8.2% | -22.7% | +30.9% | +10.7% |
| 6M | +3.1% | -10.7% | +13.8% | +3.3% |
| YTD | +16.8% | +25.4% | -8.6% | +11.1% |
| 1Y | +11.6% | +34.2% | -22.6% | +5.1% |
| 3Y | +67.4% | +101.2% | -33.8% | +44.6% |
| 5Y | +56.8% | +42.0% | +14.8% | +41.0% |
| 10Y | +185.0% | +126.7% | +58.3% | +124.3% |
| All | +185.0% | +130.1% | +55.0% | +124.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 10y: compounded portfolio wealth divided by compounded FFIV 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…
10y analysis · Full analysis span regression · 6 months rolling