+37.9%
BAX vs LNT
+10.8%
+27.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.1% |
| 7D | +0.4% | -0.5% | +0.9% | +0.5% |
| 30D | +3.4% | +9.9% | -6.5% | +0.9% |
| 3M | -4.5% | +4.8% | -9.2% | -5.1% |
| 6M | +44.0% | +2.2% | +41.8% | +45.1% |
| YTD | +34.9% | +15.9% | +19.0% | +34.7% |
| 1Y | +37.9% | +10.6% | +27.4% | +40.6% |
| All | +37.9% | +10.8% | +27.1% | +40.6% |
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