+2,025.2%
LNT vs SIRI
-17.9%
+2,043.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.0% |
| 7D | +1.0% | +4.3% | -3.3% | +0.9% |
| 30D | -1.1% | -2.8% | +1.7% | -1.0% |
| 3M | -3.6% | +5.9% | -9.5% | -3.8% |
| 6M | -2.7% | +31.9% | -34.6% | -3.7% |
| YTD | +8.0% | +48.7% | -40.6% | +6.3% |
| 1Y | +10.5% | +23.2% | -12.8% | +9.4% |
| 3Y | +49.6% | -23.9% | +73.4% | +49.6% |
| 5Y | +32.2% | -43.4% | +75.6% | +32.9% |
| 10Y | +141.8% | -13.6% | +155.4% | +139.1% |
| All | +2,025.2% | -17.9% | +2,043.1% | +1,845.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling