+33.2%
LNT vs HRB
+114.1%
-80.8%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -1.0% | -8.0% | +7.0% | -0.2% |
| 30D | -4.2% | -16.0% | +11.7% | -2.5% |
| 3M | -6.7% | +26.9% | -33.5% | -9.4% |
| 6M | -3.6% | +51.1% | -54.7% | -8.8% |
| YTD | +5.9% | +7.1% | -1.2% | +5.2% |
| 1Y | +7.3% | -9.6% | +16.9% | +9.4% |
| 3Y | +46.5% | +25.4% | +21.1% | +39.3% |
| All | +33.2% | +114.1% | -80.8% | +19.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling