+46.5%
LNT vs SPXU
-79.4%
+125.9%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -0.8% |
| 7D | -1.1% | +6.4% | -7.5% | -0.7% |
| 30D | -1.9% | +5.9% | -7.9% | -1.6% |
| 3M | -7.2% | -11.7% | +4.5% | -7.8% |
| 6M | -3.9% | -28.7% | +24.8% | -5.9% |
| YTD | +5.9% | -26.4% | +32.2% | +3.9% |
| 1Y | +8.4% | -35.2% | +43.6% | +5.3% |
| All | +46.5% | -79.4% | +125.9% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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