+70.3%
LNT vs WWD
+148.2%
-77.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | +1.0% | +4.0% | -2.9% | +0.8% |
| 30D | +9.6% | +0.4% | +9.2% | +9.5% |
| 3M | +5.4% | -7.9% | +13.3% | +5.9% |
| 6M | +3.1% | -10.6% | +13.8% | +3.6% |
| YTD | +16.5% | +9.4% | +7.1% | +15.0% |
| 1Y | +12.3% | +25.7% | -13.4% | +9.6% |
| 3Y | +70.3% | +148.5% | -78.2% | +48.0% |
| All | +70.3% | +148.2% | -77.8% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 3y: compounded portfolio wealth divided by compounded WWD 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…
3y analysis · Full analysis span regression · 6 months rolling