+53.0%
LNT vs TECH
-41.0%
+94.0%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.0% |
| YTD | +15.9% | +24.4% | -8.5% | +12.7% |
| 1Y | +10.6% | +19.3% | -8.8% | +8.0% |
| 3Y | +66.1% | +28.5% | +37.6% | +56.9% |
| All | +53.0% | -41.0% | +94.0% | +54.5% |
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