+242.1%
LNT vs TRU
+228.6%
+13.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.8% | +3.7% | +1.4% |
| 7D | +1.0% | -7.2% | +8.2% | +2.3% |
| 30D | -1.1% | -2.8% | +1.7% | -0.7% |
| 3M | -3.6% | +13.0% | -16.6% | -6.1% |
| 6M | -2.7% | +0.7% | -3.3% | -3.5% |
| YTD | +8.0% | -9.0% | +17.0% | +8.5% |
| 1Y | +10.5% | -16.3% | +26.8% | +12.4% |
| 3Y | +49.6% | -1.1% | +50.6% | +41.8% |
| 5Y | +32.2% | -36.0% | +68.2% | +36.4% |
| 10Y | +141.8% | +139.9% | +1.9% | +94.7% |
| All | +242.1% | +228.6% | +13.6% | +174.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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