+3,186.5%
LNT vs PNR
+3,553.7%
-367.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.6% | +3.6% | +1.5% |
| 7D | +1.0% | -3.0% | +4.0% | +1.6% |
| 30D | -1.1% | -14.9% | +13.8% | +2.0% |
| 3M | -3.6% | -19.0% | +15.4% | +0.1% |
| 6M | -2.7% | -35.9% | +33.3% | +5.6% |
| YTD | +8.0% | -43.1% | +51.2% | +19.6% |
| 1Y | +10.5% | -46.4% | +56.8% | +23.7% |
| 3Y | +49.6% | -10.8% | +60.4% | +49.3% |
| 5Y | +32.2% | -18.9% | +51.1% | +32.5% |
| 10Y | +141.8% | +64.4% | +77.4% | +103.6% |
| All | +3,186.5% | +3,553.7% | -367.3% | +1,819.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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