+1,683.3%
BE vs LNT
+48.2%
+1,635.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.1% | -1.8% | -2.3% |
| 7D | +23.9% | +0.2% | +23.8% | +23.9% |
| 30D | +27.8% | -0.5% | +28.4% | +28.4% |
| 3M | +3.7% | -5.5% | +9.2% | +4.6% |
| 6M | +78.0% | -3.8% | +81.8% | +77.1% |
| YTD | +209.9% | +6.8% | +203.1% | +183.1% |
| 1Y | +389.6% | +9.3% | +380.3% | +334.8% |
| All | +1,683.3% | +48.2% | +1,635.1% | +953.0% |
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