+48.2%
LNT vs S
+16.4%
+31.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | 0.0% |
| 7D | -0.1% | -7.7% | +7.6% | -0.1% |
| 30D | -3.2% | -5.3% | +2.2% | -3.2% |
| 3M | -4.1% | +20.3% | -24.3% | -4.2% |
| 6M | -4.6% | +47.4% | -51.9% | -5.0% |
| YTD | +7.0% | +32.5% | -25.5% | +6.7% |
| 1Y | +8.3% | +9.5% | -1.2% | +8.4% |
| All | +48.2% | +16.4% | +31.8% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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