+8,398.6%
TPR vs LNT
+1,337.6%
+7,061.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.5% |
| 7D | +14.2% | +1.4% | +12.8% | +13.4% |
| 30D | +17.1% | +12.3% | +4.8% | +9.9% |
| 3M | -17.7% | +5.3% | -23.0% | -20.2% |
| 6M | -10.2% | +2.0% | -12.2% | -11.6% |
| YTD | +4.9% | +15.3% | -10.4% | -3.8% |
| 1Y | +36.1% | +12.3% | +23.8% | +26.5% |
| 3Y | +416.5% | +59.1% | +357.4% | +288.4% |
| 5Y | +254.8% | +51.7% | +203.1% | +165.0% |
| 10Y | +391.7% | +170.1% | +221.6% | +153.5% |
| All | +8,398.6% | +1,337.6% | +7,061.0% | +1,512.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling