+37.5%
LNT vs FGI
-69.8%
+107.3%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -0.9% | +0.9% |
| 7D | +1.0% | +5.2% | -4.1% | +1.0% |
| 30D | -1.1% | +65.2% | -66.3% | -0.8% |
| 3M | -3.6% | +30.2% | -33.8% | -3.4% |
| 6M | -2.7% | +87.8% | -90.5% | -2.1% |
| YTD | +8.0% | +32.5% | -24.4% | +8.5% |
| 1Y | +10.5% | +93.6% | -83.1% | +11.5% |
| 3Y | +49.6% | -2.6% | +52.1% | +51.5% |
| All | +37.5% | -69.8% | +107.3% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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