-77.0%
PATH vs LNT
+51.7%
-128.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +1.0% | 0.0% |
| 7D | -5.3% | +1.4% | -6.7% | -5.4% |
| 30D | -0.5% | +12.3% | -12.8% | -1.2% |
| 3M | -7.1% | +5.3% | -12.5% | -7.4% |
| 6M | +23.8% | +2.0% | +21.8% | +23.5% |
| YTD | -20.7% | +15.3% | -36.0% | -22.8% |
| 1Y | -8.1% | +12.3% | -20.3% | -10.1% |
| 3Y | -21.8% | +59.1% | -80.9% | -30.3% |
| All | -77.0% | +51.7% | -128.7% | -79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 5y: compounded portfolio wealth divided by compounded LNT 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…
5y analysis · Full analysis span regression · 6 months rolling