+1,361.5%
LNT vs IBN
+1,491.4%
-130.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.5% | +3.5% | +1.3% |
| 7D | +1.0% | -2.2% | +3.2% | +1.3% |
| 30D | -1.1% | -2.3% | +1.2% | -0.8% |
| 3M | -3.6% | +15.9% | -19.5% | -5.5% |
| 6M | -2.7% | +5.6% | -8.2% | -3.5% |
| YTD | +8.0% | -0.1% | +8.1% | +7.7% |
| 1Y | +10.5% | -6.5% | +17.0% | +11.1% |
| 3Y | +49.6% | +29.3% | +20.3% | +43.4% |
| 5Y | +32.2% | +56.6% | -24.3% | +22.7% |
| 10Y | +141.8% | +314.4% | -172.6% | +90.9% |
| All | +1,361.5% | +1,491.4% | -130.0% | +836.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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