+3,425.8%
LNT vs RVTY
+2,936.0%
+489.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.7% |
| 7D | -0.5% | +4.1% | -4.6% | -1.1% |
| 30D | +9.9% | +1.3% | +8.6% | +9.5% |
| 3M | +4.8% | +33.3% | -28.5% | +0.4% |
| 6M | +2.2% | +58.3% | -56.1% | -4.6% |
| YTD | +15.9% | +62.7% | -46.8% | +7.1% |
| 1Y | +10.6% | +67.2% | -56.7% | +1.7% |
| 3Y | +66.1% | +87.3% | -21.2% | +48.3% |
| 5Y | +55.6% | -13.4% | +69.0% | +52.7% |
| 10Y | +182.8% | +217.2% | -34.4% | +128.1% |
| All | +3,425.8% | +2,936.0% | +489.9% | +2,051.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling