+3,453.4%
LNT vs PTC
+8,866.4%
-5,413.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | -0.2% | +0.5% | -0.7% | -0.2% |
| 30D | +11.6% | +0.9% | +10.7% | +11.5% |
| 3M | +8.2% | +30.4% | -22.2% | +5.5% |
| 6M | +3.1% | +34.4% | -31.3% | +0.2% |
| YTD | +16.8% | +12.6% | +4.2% | +14.8% |
| 1Y | +11.6% | +10.2% | +1.4% | +9.8% |
| 3Y | +67.4% | +29.4% | +38.0% | +61.8% |
| 5Y | +56.8% | +63.7% | -7.0% | +47.9% |
| 10Y | +185.0% | +316.9% | -131.8% | +145.7% |
| All | +3,453.4% | +8,866.4% | -5,413.0% | +2,167.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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