+40.4%
BMY vs LNT
+13.9%
+26.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.2% | -1.4% |
| 7D | +2.8% | +4.7% | -1.9% | +0.8% |
| 30D | +5.9% | +13.0% | -7.1% | +0.8% |
| 3M | -0.8% | +5.4% | -6.2% | -2.9% |
| 6M | +12.1% | +2.0% | +10.1% | +11.6% |
| YTD | +21.0% | +16.5% | +4.5% | +16.8% |
| 1Y | +40.4% | +13.3% | +27.2% | +37.7% |
| All | +40.4% | +13.9% | +26.6% | +37.7% |
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