+3,444.2%
LNT vs MTB
+7,638.9%
-4,194.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.4% |
| 7D | +1.0% | +1.5% | -0.5% | +0.7% |
| 30D | +9.6% | +2.3% | +7.3% | +9.1% |
| 3M | +5.4% | -12.1% | +17.5% | +8.1% |
| 6M | +3.1% | +9.8% | -6.7% | +1.1% |
| YTD | +16.5% | +12.0% | +4.5% | +13.4% |
| 1Y | +12.3% | +22.0% | -9.7% | +7.4% |
| 3Y | +70.3% | +107.6% | -37.3% | +44.0% |
| 5Y | +56.4% | +61.9% | -5.4% | +36.4% |
| 10Y | +184.3% | +116.3% | +68.0% | +120.0% |
| All | +3,444.2% | +7,638.9% | -4,194.7% | +1,464.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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