+3,444.2%
LNT vs RVTY
+2,885.1%
+559.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.7% |
| 7D | +1.0% | -0.5% | +1.5% | +1.1% |
| 30D | +9.6% | +1.5% | +8.1% | +9.2% |
| 3M | +5.4% | +31.5% | -26.1% | +1.1% |
| 6M | +3.1% | +62.7% | -59.6% | -4.1% |
| YTD | +16.5% | +60.0% | -43.5% | +7.9% |
| 1Y | +12.3% | +65.7% | -53.4% | +3.5% |
| 3Y | +70.3% | +85.2% | -14.9% | +52.3% |
| 5Y | +56.4% | -14.9% | +71.3% | +53.9% |
| 10Y | +184.3% | +211.9% | -27.6% | +129.8% |
| All | +3,444.2% | +2,885.1% | +559.1% | +2,067.6% |
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