+185.0%
LNT vs SUI
+120.9%
+64.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.9% |
| 7D | -0.2% | -2.4% | +2.2% | +0.9% |
| 30D | +11.6% | +3.3% | +8.3% | +9.8% |
| 3M | +8.2% | +0.7% | +7.5% | +7.5% |
| 6M | +3.1% | -4.1% | +7.3% | +4.6% |
| YTD | +16.8% | -1.8% | +18.6% | +16.9% |
| 1Y | +11.6% | -4.1% | +15.7% | +12.9% |
| 3Y | +67.4% | +17.4% | +50.0% | +51.8% |
| 5Y | +56.8% | -27.0% | +83.8% | +73.1% |
| 10Y | +185.0% | +121.2% | +63.8% | +77.6% |
| All | +185.0% | +120.9% | +64.1% | +77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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