+1,182.3%
LNT vs IBB
+584.7%
+597.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.8% | -1.7% | +0.3% |
| 7D | +0.6% | +2.7% | -2.1% | -0.2% |
| 30D | +12.4% | +6.3% | +6.1% | +10.3% |
| 3M | +6.7% | +11.1% | -4.4% | +3.1% |
| 6M | +3.9% | +29.2% | -25.3% | -4.1% |
| YTD | +16.5% | +30.2% | -13.7% | +6.9% |
| 1Y | +12.5% | +39.5% | -27.0% | +1.1% |
| 3Y | +66.9% | +92.3% | -25.5% | +34.9% |
| 5Y | +56.1% | +43.0% | +13.1% | +36.1% |
| 10Y | +173.2% | +137.1% | +36.1% | +96.8% |
| All | +1,182.3% | +584.7% | +597.6% | +388.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling