+53.8%
LNT vs LH
+54.7%
-1.0%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.7% |
| 7D | +1.0% | +1.1% | 0.0% | +0.7% |
| 30D | +9.6% | +16.7% | -7.1% | +4.7% |
| 3M | +5.4% | +15.1% | -9.7% | +1.0% |
| 6M | +3.1% | +46.3% | -43.2% | -8.3% |
| YTD | +16.5% | +48.8% | -32.3% | +2.6% |
| 1Y | +12.3% | +39.7% | -27.4% | +0.9% |
| 3Y | +70.3% | +87.0% | -16.7% | +37.1% |
| All | +53.8% | +54.7% | -1.0% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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