+181.6%
LNT vs TECH
+187.7%
-6.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.8% | -0.8% |
| 7D | -0.5% | +0.2% | -0.8% | -0.6% |
| 30D | +9.9% | +0.5% | +9.4% | +9.9% |
| 3M | +4.8% | +1.0% | +3.8% | +4.7% |
| 6M | +2.2% | +54.1% | -51.9% | -3.3% |
| YTD | +15.9% | +24.4% | -8.5% | +11.7% |
| 1Y | +10.6% | +19.3% | -8.8% | +7.1% |
| 3Y | +66.1% | +28.5% | +37.6% | +55.0% |
| 5Y | +55.6% | -41.0% | +96.6% | +61.3% |
| All | +181.6% | +187.7% | -6.1% | +122.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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