+2,175.9%
LNT vs WWD
+14,675.7%
-12,499.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | +1.0% | +4.0% | -2.9% | +0.4% |
| 30D | +9.6% | +0.4% | +9.2% | +9.3% |
| 3M | +5.4% | -7.9% | +13.3% | +6.5% |
| 6M | +3.1% | -10.6% | +13.8% | +4.3% |
| YTD | +16.5% | +9.4% | +7.1% | +13.5% |
| 1Y | +12.3% | +25.7% | -13.4% | +6.7% |
| 3Y | +70.3% | +148.5% | -78.2% | +42.7% |
| 5Y | +56.4% | +189.5% | -133.1% | +26.1% |
| 10Y | +184.3% | +451.8% | -267.5% | +97.4% |
| All | +2,175.9% | +14,675.7% | -12,499.8% | +1,065.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling