+1,227.8%
BE vs LNT
+31.1%
+1,196.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.1% | -1.8% | -2.4% |
| 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% | +5.0% |
| 6M | +78.0% | -3.8% | +81.8% | +78.3% |
| YTD | +209.9% | +6.8% | +203.1% | +191.2% |
| 1Y | +389.6% | +9.3% | +380.3% | +351.4% |
| 3Y | +1,730.6% | +47.9% | +1,682.7% | +1,299.1% |
| 5Y | +1,227.8% | +31.6% | +1,196.2% | +921.9% |
| All | +1,227.8% | +31.1% | +1,196.7% | +921.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling