+1,586.4%
LNT vs TD
+7,806.2%
-6,219.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.9% | +1.2% |
| 7D | +1.0% | +0.9% | +0.2% | +0.8% |
| 30D | -1.1% | -0.7% | -0.4% | -1.0% |
| 3M | -3.6% | +6.3% | -9.9% | -5.3% |
| 6M | -2.7% | +27.9% | -30.6% | -9.0% |
| YTD | +8.0% | +29.8% | -21.8% | +0.5% |
| 1Y | +10.5% | +63.7% | -53.2% | -3.4% |
| 3Y | +49.6% | +128.3% | -78.8% | +19.0% |
| 5Y | +32.2% | +125.5% | -93.3% | +4.7% |
| 10Y | +141.8% | +296.7% | -154.9% | +62.2% |
| All | +1,586.4% | +7,806.2% | -6,219.8% | +589.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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