+144.2%
LNT vs SIRI
-10.2%
+154.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.1% |
| 7D | -1.0% | +0.6% | -1.6% | -1.1% |
| 30D | -4.2% | +2.5% | -6.7% | -4.6% |
| 3M | -6.7% | +6.6% | -13.3% | -7.6% |
| 6M | -3.6% | +32.9% | -36.5% | -7.6% |
| YTD | +5.9% | +50.5% | -44.6% | -0.4% |
| 1Y | +7.3% | +28.0% | -20.7% | +2.9% |
| 3Y | +46.5% | -22.4% | +68.9% | +46.7% |
| 5Y | +32.5% | -41.3% | +73.8% | +34.9% |
| All | +144.2% | -10.2% | +154.4% | +122.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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