+36.2%
LNT vs FGI
-70.4%
+106.6%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.5% | -7.6% | 0.0% |
| 7D | -0.1% | +0.5% | -0.6% | -0.1% |
| 30D | -3.2% | +65.4% | -68.6% | -2.9% |
| 3M | -4.1% | +23.5% | -27.6% | -3.9% |
| 6M | -4.6% | +60.5% | -65.1% | -4.1% |
| YTD | +7.0% | +30.0% | -23.0% | +7.4% |
| 1Y | +8.3% | +82.1% | -73.8% | +9.4% |
| 3Y | +51.0% | -4.4% | +55.4% | +52.9% |
| All | +36.2% | -70.4% | +106.6% | +37.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling