+3,155.8%
LNT vs PTC
+6,346.6%
-3,190.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.0% | +6.0% | +0.4% |
| 7D | -0.1% | -10.3% | +10.2% | +0.7% |
| 30D | -3.2% | +1.1% | -4.3% | -3.3% |
| 3M | -4.1% | +1.6% | -5.7% | -4.4% |
| 6M | -4.6% | -13.5% | +8.9% | -3.9% |
| YTD | +7.0% | -19.1% | +26.1% | +8.2% |
| 1Y | +8.3% | -33.9% | +42.2% | +11.2% |
| 3Y | +51.0% | -3.9% | +54.9% | +49.8% |
| 5Y | +30.2% | +6.0% | +24.1% | +27.4% |
| 10Y | +143.6% | +223.7% | -80.1% | +114.9% |
| All | +3,155.8% | +6,346.6% | -3,190.8% | +2,039.1% |
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