+491.3%
BE vs LNT
+55.5%
+435.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -3.2% |
| 7D | +20.5% | -0.5% | +21.1% | +20.9% |
| 30D | -23.4% | +9.9% | -33.3% | -27.3% |
| 3M | -14.9% | +4.8% | -19.6% | -17.1% |
| 6M | -28.1% | +2.2% | -30.2% | -30.1% |
| YTD | +132.4% | +15.9% | +116.5% | +107.1% |
| 1Y | +59.4% | +10.6% | +48.8% | +46.4% |
| 3Y | +1,815.8% | +66.1% | +1,749.8% | +1,213.1% |
| 5Y | +491.3% | +55.6% | +435.7% | +351.9% |
| All | +491.3% | +55.5% | +435.8% | +351.9% |
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