+1,900.6%
LNT vs MDY
+2,644.5%
-743.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.3% |
| 7D | +1.0% | +1.0% | 0.0% | +0.5% |
| 30D | -1.1% | -3.1% | +2.0% | +0.4% |
| 3M | -3.6% | +1.8% | -5.4% | -4.6% |
| 6M | -2.7% | +10.8% | -13.5% | -7.6% |
| YTD | +8.0% | +14.4% | -6.4% | +0.8% |
| 1Y | +10.5% | +15.2% | -4.8% | +2.6% |
| 3Y | +49.6% | +51.2% | -1.6% | +20.2% |
| 5Y | +32.2% | +47.2% | -15.0% | +5.8% |
| 10Y | +141.8% | +171.1% | -29.3% | +37.5% |
| All | +1,900.6% | +2,644.5% | -743.8% | +378.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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