+12.8%
LNT vs IRE
-98.1%
+110.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -15.8% | +15.5% | -0.5% |
| 7D | +1.6% | -41.9% | +43.5% | +1.1% |
| 30D | +12.1% | -75.1% | +87.1% | +11.0% |
| 3M | +8.2% | -82.4% | +90.6% | +7.0% |
| 6M | +3.6% | -95.5% | +99.2% | +2.4% |
| YTD | +16.2% | -93.1% | +109.2% | +14.7% |
| 1Y | +12.8% | -97.8% | +110.6% | +12.7% |
| All | +12.8% | -98.1% | +110.9% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 1y: compounded portfolio wealth divided by compounded IRE 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…
1y analysis · Full analysis span regression · 6 months rolling