+45.0%
BBY vs LNT
+46.9%
-1.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +0.6% | -1.0% | +1.6% | +0.9% |
| 30D | +9.4% | -4.2% | +13.6% | +11.0% |
| 3M | +19.3% | -6.7% | +26.0% | +21.9% |
| 6M | +47.9% | -3.6% | +51.5% | +48.8% |
| YTD | +39.6% | +5.9% | +33.7% | +35.0% |
| 1Y | +22.2% | +7.3% | +14.9% | +17.5% |
| 3Y | +45.0% | +46.5% | -1.5% | +19.0% |
| All | +45.0% | +46.9% | -1.9% | +19.0% |
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