+46.5%
LNT vs INDA
+6.8%
+39.6%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.8% |
| 7D | -1.1% | -3.6% | +2.5% | -0.7% |
| 30D | -1.9% | -4.0% | +2.0% | -1.6% |
| 3M | -7.2% | +1.7% | -8.9% | -7.4% |
| 6M | -3.9% | -3.6% | -0.3% | -3.6% |
| YTD | +5.9% | -11.0% | +16.9% | +7.4% |
| 1Y | +8.4% | -9.5% | +17.9% | +9.6% |
| All | +46.5% | +6.8% | +39.6% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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