+9.5%
V vs LNG
+19.6%
-10.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.1% |
| 7D | -3.0% | -4.5% | +1.4% | -2.9% |
| 30D | +1.2% | +4.7% | -3.5% | +1.2% |
| 3M | +13.9% | +15.1% | -1.2% | +13.8% |
| 6M | +17.2% | +13.6% | +3.7% | +17.0% |
| YTD | +5.3% | +44.0% | -38.6% | +5.0% |
| 1Y | +9.5% | +18.4% | -8.9% | +11.2% |
| All | +9.5% | +19.6% | -10.1% | +11.2% |
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