+14.2%
LNT vs HRB
+16.9%
-2.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.4% | -2.1% | +2.2% |
| 7D | +7.2% | +16.0% | -8.9% | +6.8% |
| 30D | +15.6% | +32.1% | -16.5% | +15.2% |
| 3M | +5.2% | +21.5% | -16.3% | +4.8% |
| 6M | +1.7% | +82.1% | -80.4% | +2.8% |
| YTD | +17.0% | +31.6% | -14.6% | +16.4% |
| 1Y | +14.2% | +15.9% | -1.7% | +13.3% |
| All | +14.2% | +16.9% | -2.7% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling