-8.8%
BA vs LNT
+9.4%
-18.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.7% | -0.9% |
| 7D | +2.5% | +1.0% | +1.4% | +2.3% |
| 30D | -10.1% | -1.1% | -9.0% | -9.9% |
| 3M | -2.4% | -3.6% | +1.2% | -1.9% |
| 6M | -8.8% | -2.7% | -6.2% | -8.5% |
| YTD | -2.9% | +8.0% | -11.0% | -2.2% |
| 1Y | -8.8% | +10.5% | -19.2% | -9.6% |
| All | -8.8% | +9.4% | -18.1% | -9.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling