+1,990.8%
LNT vs WWD
+15,408.5%
-13,417.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.2% |
| 7D | -0.1% | +1.3% | -1.4% | -0.3% |
| 30D | -3.2% | -7.2% | +4.0% | -2.1% |
| 3M | -4.1% | -3.8% | -0.2% | -3.8% |
| 6M | -4.6% | -9.9% | +5.3% | -3.6% |
| YTD | +7.0% | +14.8% | -7.8% | +3.7% |
| 1Y | +8.3% | +42.1% | -33.8% | +1.0% |
| 3Y | +51.0% | +170.8% | -119.8% | +25.0% |
| 5Y | +30.2% | +197.5% | -167.4% | +4.7% |
| 10Y | +143.6% | +477.8% | -334.2% | +68.2% |
| All | +1,990.8% | +15,408.5% | -13,417.8% | +965.2% |
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