+46.5%
LNT vs FRSH
-46.4%
+92.9%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -1.0% | -6.6% | +5.6% | -1.1% |
| 30D | -4.2% | +2.1% | -6.3% | -4.2% |
| 3M | -6.7% | +29.0% | -35.6% | -6.7% |
| 6M | -3.6% | +48.6% | -52.2% | -3.8% |
| YTD | +5.9% | -2.9% | +8.8% | +6.3% |
| 1Y | +7.3% | -7.9% | +15.2% | +7.8% |
| 3Y | +46.5% | -46.5% | +93.0% | +52.4% |
| All | +46.5% | -46.4% | +92.9% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 3y: compounded portfolio wealth divided by compounded FRSH 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…
3y analysis · Full analysis span regression · 6 months rolling