+33.9%
LNT vs IBB
+22.5%
+11.4%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | +0.1% |
| 7D | -0.1% | +1.4% | -1.5% | -0.4% |
| 30D | -3.2% | +10.5% | -13.7% | -5.3% |
| 3M | -4.1% | +23.6% | -27.7% | -8.6% |
| 6M | -4.6% | +22.6% | -27.2% | -9.0% |
| YTD | +7.0% | +25.7% | -18.7% | +1.3% |
| 1Y | +8.3% | +51.4% | -43.1% | -2.2% |
| 3Y | +51.0% | +64.4% | -13.4% | +32.0% |
| All | +33.9% | +22.5% | +11.4% | +10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling