+49.6%
LNT vs TECH
-0.6%
+50.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | +1.0% | +0.2% | +0.8% | +1.0% |
| 30D | -1.1% | +0.1% | -1.2% | -1.1% |
| 3M | -3.6% | +37.5% | -41.1% | -5.7% |
| 6M | -2.7% | +34.6% | -37.2% | -5.0% |
| YTD | +8.0% | +23.5% | -15.5% | +5.9% |
| 1Y | +10.5% | +34.4% | -23.9% | +7.1% |
| 3Y | +49.6% | +2.3% | +47.3% | +50.9% |
| All | +49.6% | -0.6% | +50.1% | +50.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling