+3,155.8%
LNT vs THC
+508.9%
+2,647.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.1% |
| 7D | -0.1% | -0.7% | +0.6% | 0.0% |
| 30D | -3.2% | +1.3% | -4.4% | -3.3% |
| 3M | -4.1% | +64.2% | -68.3% | -8.0% |
| 6M | -4.6% | +8.3% | -12.8% | -5.5% |
| YTD | +7.0% | +33.4% | -26.4% | +4.0% |
| 1Y | +8.3% | +37.7% | -29.4% | +4.9% |
| 3Y | +51.0% | +236.8% | -185.8% | +34.5% |
| 5Y | +30.2% | +249.3% | -219.1% | +13.5% |
| 10Y | +143.6% | +995.2% | -851.7% | +81.1% |
| All | +3,155.8% | +508.9% | +2,647.0% | +2,111.3% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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