+56.1%
LNT vs LTH
+142.3%
-86.2%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.1% |
| 7D | +0.6% | +7.0% | -6.4% | +0.1% |
| 30D | +12.4% | +15.4% | -3.0% | +11.2% |
| 3M | +6.7% | +7.0% | -0.3% | +6.1% |
| 6M | +3.9% | +46.9% | -42.9% | +1.0% |
| YTD | +16.5% | +76.4% | -59.9% | +11.3% |
| 1Y | +12.5% | +83.7% | -71.2% | +7.1% |
| 3Y | +66.9% | +248.9% | -182.0% | +50.0% |
| 5Y | +56.1% | +141.8% | -85.7% | +36.0% |
| All | +56.1% | +142.3% | -86.2% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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