+29.3%
V vs LNG
+42.0%
-12.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -6.2% | +10.0% | +3.8% |
| 7D | +9.0% | -1.9% | +10.9% | +8.6% |
| 30D | +18.1% | +6.2% | +11.9% | +17.5% |
| 3M | +18.3% | +13.7% | +4.6% | +17.9% |
| 6M | +34.1% | +7.5% | +26.6% | +32.9% |
| YTD | +25.2% | +51.3% | -26.1% | +27.4% |
| 1Y | +29.3% | +42.6% | -13.3% | +30.6% |
| All | +29.3% | +42.0% | -12.7% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LNG.
Daily Out/Under-Performance
Portfolio return minus LNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNG 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 1y: compounded portfolio wealth divided by compounded LNG 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…
1y analysis · Full analysis span regression · 6 months rolling