+181.6%
LNT vs SBAC
+111.6%
+70.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.3% |
| 7D | -0.5% | -2.7% | +2.2% | +0.5% |
| 30D | +9.9% | +3.3% | +6.6% | +8.4% |
| 3M | +4.8% | +3.3% | +1.5% | +3.1% |
| 6M | +2.2% | -10.9% | +13.1% | +5.7% |
| YTD | +15.9% | -1.0% | +16.9% | +13.4% |
| 1Y | +10.6% | -4.5% | +15.0% | +9.8% |
| 3Y | +66.1% | -8.7% | +74.8% | +65.2% |
| 5Y | +55.6% | -40.6% | +96.2% | +81.9% |
| All | +181.6% | +111.6% | +70.0% | +115.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 10y: compounded portfolio wealth divided by compounded SBAC 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…
10y analysis · Full analysis span regression · 6 months rolling