+144.2%
LNT vs TECH
+189.9%
-45.8%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | 0.0% | 0.0% |
| 7D | -1.0% | -0.4% | -0.6% | -1.0% |
| 30D | -4.2% | 0.0% | -4.2% | -4.2% |
| 3M | -6.7% | +33.7% | -40.3% | -10.0% |
| 6M | -3.6% | +34.9% | -38.5% | -7.8% |
| YTD | +5.9% | +23.2% | -17.3% | +2.2% |
| 1Y | +7.3% | +36.3% | -29.1% | +1.7% |
| 3Y | +46.5% | +2.3% | +44.2% | +41.7% |
| 5Y | +32.5% | -42.9% | +75.4% | +37.7% |
| All | +144.2% | +189.9% | -45.8% | +97.1% |
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