+3,150.6%
LNT vs TROW
+14,176.2%
-11,025.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.8% |
| 7D | +0.2% | -1.5% | +1.7% | +0.4% |
| 30D | -0.5% | -5.3% | +4.8% | +0.4% |
| 3M | -5.5% | +2.9% | -8.5% | -6.1% |
| 6M | -3.8% | +22.2% | -26.0% | -7.3% |
| YTD | +6.8% | +8.1% | -1.3% | +5.0% |
| 1Y | +9.3% | +5.8% | +3.5% | +7.7% |
| 3Y | +47.9% | +14.0% | +33.9% | +42.4% |
| 5Y | +31.6% | -38.3% | +69.9% | +38.1% |
| 10Y | +150.1% | +131.7% | +18.5% | +107.1% |
| All | +3,150.6% | +14,176.2% | -11,025.6% | +1,628.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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