+3,186.5%
LNT vs HRB
+3,134.5%
+52.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.5% | +7.4% | +2.0% |
| 7D | +1.0% | -9.1% | +10.1% | +2.5% |
| 30D | -1.1% | +0.3% | -1.4% | -1.4% |
| 3M | -3.6% | +23.4% | -27.0% | -7.4% |
| 6M | -2.7% | +45.1% | -47.8% | -9.6% |
| YTD | +8.0% | +8.9% | -0.9% | +4.8% |
| 1Y | +10.5% | -7.9% | +18.4% | +10.1% |
| 3Y | +49.6% | +27.9% | +21.6% | +39.3% |
| 5Y | +32.2% | +108.3% | -76.1% | +11.7% |
| 10Y | +141.8% | +208.4% | -66.7% | +81.3% |
| All | +3,186.5% | +3,134.5% | +52.0% | +1,734.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling