+29.6%
LNT vs TPG
+71.4%
-41.7%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.0% | +3.1% | -0.6% |
| 7D | -1.1% | -11.8% | +10.7% | -0.1% |
| 30D | -1.9% | -6.3% | +4.3% | -1.5% |
| 3M | -7.2% | +13.6% | -20.7% | -8.3% |
| 6M | -3.9% | +13.8% | -17.7% | -5.3% |
| YTD | +5.9% | -23.7% | +29.6% | +8.1% |
| 1Y | +8.4% | -18.2% | +26.5% | +9.7% |
| 3Y | +46.6% | +80.1% | -33.5% | +31.5% |
| All | +29.6% | +71.4% | -41.7% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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