+49.6%
LNT vs RVTY
+16.6%
+33.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.4% | +1.2% |
| 7D | +1.0% | +0.4% | +0.6% | +1.0% |
| 30D | -1.1% | +10.8% | -11.9% | -2.1% |
| 3M | -3.6% | +26.8% | -30.4% | -5.8% |
| 6M | -2.7% | +39.3% | -42.0% | -6.1% |
| YTD | +8.0% | +31.6% | -23.6% | +4.5% |
| 1Y | +10.5% | +47.7% | -37.2% | +5.0% |
| 3Y | +49.6% | +19.9% | +29.6% | +43.2% |
| All | +49.6% | +16.6% | +33.0% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 3y: compounded portfolio wealth divided by compounded RVTY 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…
3y analysis · Full analysis span regression · 6 months rolling