+3,155.8%
LNT vs TECH
+101,053.9%
-97,898.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.1% | +0.1% | -0.2% | -0.1% |
| 30D | -3.2% | +0.7% | -3.9% | -3.2% |
| 3M | -4.1% | +36.3% | -40.4% | -6.9% |
| 6M | -4.6% | +25.6% | -30.1% | -7.1% |
| YTD | +7.0% | +23.7% | -16.7% | +4.1% |
| 1Y | +8.3% | +37.6% | -29.4% | +4.1% |
| 3Y | +51.0% | -6.6% | +57.6% | +48.5% |
| 5Y | +30.2% | -42.2% | +72.4% | +32.4% |
| 10Y | +143.6% | +187.6% | -44.0% | +112.5% |
| All | +3,155.8% | +101,053.9% | -97,898.0% | +2,337.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling