+47.8%
LNT vs HRB
+25.9%
+21.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -1.0% |
| 7D | +0.2% | -10.6% | +10.8% | +0.9% |
| 30D | -0.5% | -0.8% | +0.3% | -0.6% |
| 3M | -5.5% | +19.1% | -24.6% | -6.8% |
| 6M | -3.8% | +48.7% | -52.5% | -6.5% |
| YTD | +6.8% | +7.1% | -0.3% | +7.8% |
| 1Y | +9.3% | -8.3% | +17.6% | +12.7% |
| All | +47.8% | +25.9% | +21.9% | +43.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling