+33.1%
LNT vs TECH
-42.1%
+75.1%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -6.5% |
| 6M | -2.7% | +34.6% | -37.2% | -5.8% |
| YTD | +8.0% | +23.5% | -15.5% | +5.2% |
| 1Y | +10.5% | +34.4% | -23.9% | +6.2% |
| 3Y | +49.6% | +2.3% | +47.3% | +45.8% |
| All | +33.1% | -42.1% | +75.1% | +32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling