+645.9%
TRGP vs LNT
+30.4%
+615.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.5% |
| 7D | -0.6% | -1.1% | +0.5% | -0.1% |
| 30D | +10.0% | -1.9% | +11.9% | +10.8% |
| 3M | +7.6% | -7.2% | +14.8% | +10.5% |
| 6M | +26.8% | -3.9% | +30.7% | +28.3% |
| YTD | +60.6% | +5.9% | +54.7% | +56.4% |
| 1Y | +82.5% | +8.4% | +74.1% | +76.1% |
| 3Y | +265.0% | +46.6% | +218.4% | +211.4% |
| 5Y | +645.9% | +32.4% | +613.4% | +574.9% |
| All | +645.9% | +30.4% | +615.5% | +574.9% |
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 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