+49.6%
LNT vs IBB
+64.8%
-15.3%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +1.4% |
| 7D | +1.0% | -1.7% | +2.7% | +1.3% |
| 30D | -1.1% | +4.9% | -6.0% | -2.2% |
| 3M | -3.6% | +24.2% | -27.8% | -8.1% |
| 6M | -2.7% | +23.8% | -26.5% | -7.3% |
| YTD | +8.0% | +23.0% | -14.9% | +2.8% |
| 1Y | +10.5% | +46.2% | -35.7% | +0.2% |
| 3Y | +49.6% | +64.8% | -15.3% | +23.8% |
| All | +49.6% | +64.8% | -15.3% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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