+1,956.7%
LNT vs SUI
+4,109.4%
-2,152.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.4% | -0.6% |
| 7D | +1.4% | +6.2% | -4.8% | -0.5% |
| 30D | +12.3% | +8.6% | +3.7% | +9.4% |
| 3M | +5.3% | +1.0% | +4.3% | +4.8% |
| 6M | +2.0% | -2.6% | +4.6% | +2.6% |
| YTD | +15.3% | -0.1% | +15.4% | +14.9% |
| 1Y | +12.3% | +0.5% | +11.8% | +11.7% |
| 3Y | +59.1% | +15.3% | +43.8% | +50.3% |
| 5Y | +51.7% | -26.1% | +77.8% | +61.8% |
| 10Y | +170.1% | +117.8% | +52.3% | +110.3% |
| All | +1,956.7% | +4,109.4% | -2,152.8% | +818.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling