+6,432.7%
TRV vs LNT
+3,150.6%
+3,282.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.8% |
| 7D | +0.2% | +0.2% | 0.0% | +0.1% |
| 30D | -2.3% | -0.5% | -1.8% | -2.2% |
| 3M | +22.7% | -5.5% | +28.2% | +25.7% |
| 6M | +21.9% | -3.8% | +25.7% | +23.8% |
| YTD | +27.5% | +6.8% | +20.6% | +23.4% |
| 1Y | +36.2% | +9.3% | +26.9% | +30.4% |
| 3Y | +140.6% | +47.9% | +92.7% | +99.5% |
| 5Y | +154.5% | +31.6% | +122.9% | +119.0% |
| 10Y | +295.4% | +150.1% | +145.3% | +154.5% |
| All | +6,432.7% | +3,150.6% | +3,282.1% | +1,612.4% |
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