-10.1%
BA vs LNT
+57.3%
-67.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.6% | +0.7% |
| 7D | +1.1% | +1.4% | -0.3% | +0.9% |
| 30D | -7.9% | +12.3% | -20.2% | -9.7% |
| 3M | -25.3% | +5.3% | -30.6% | -26.0% |
| 6M | -24.6% | +2.0% | -26.6% | -24.9% |
| YTD | -20.1% | +15.3% | -35.4% | -21.9% |
| 1Y | -11.8% | +12.3% | -24.0% | -13.4% |
| 3Y | -10.1% | +59.1% | -69.2% | -16.0% |
| All | -10.1% | +57.3% | -67.4% | -16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling