+128.7%
LNT vs FND
+66.0%
+62.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.8% | -0.2% |
| 7D | -0.1% | -5.2% | +5.1% | +0.4% |
| 30D | -3.2% | -19.9% | +16.7% | -1.1% |
| 3M | -4.1% | +2.7% | -6.8% | -4.7% |
| 6M | -4.6% | -21.7% | +17.1% | -2.8% |
| YTD | +7.0% | -17.5% | +24.5% | +8.2% |
| 1Y | +8.3% | -39.3% | +47.6% | +12.7% |
| 3Y | +51.0% | -49.8% | +100.8% | +57.6% |
| 5Y | +30.2% | -60.1% | +90.2% | +35.6% |
| All | +128.7% | +66.0% | +62.6% | +101.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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