+15,251.3%
BN vs LNT
+3,155.8%
+12,095.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.3% |
| 7D | -2.5% | -0.1% | -2.4% | -2.4% |
| 30D | -9.5% | -3.2% | -6.3% | -8.3% |
| 3M | -10.4% | -4.1% | -6.3% | -9.0% |
| 6M | -6.4% | -4.6% | -1.8% | -4.9% |
| YTD | -11.9% | +7.0% | -18.9% | -14.9% |
| 1Y | -8.6% | +8.3% | -16.9% | -12.3% |
| 3Y | +77.6% | +51.0% | +26.6% | +47.3% |
| 5Y | +37.0% | +30.2% | +6.9% | +19.9% |
| 10Y | +266.4% | +143.6% | +122.8% | +148.2% |
| All | +15,251.3% | +3,155.8% | +12,095.5% | +5,223.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling