+15,947.2%
BN vs LNT
+3,453.4%
+12,493.8%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -1.0% |
| 7D | -2.4% | -0.2% | -2.2% | -2.3% |
| 30D | +13.5% | +11.6% | +1.9% | +8.4% |
| 3M | -5.9% | +8.2% | -14.1% | -9.0% |
| 6M | -8.9% | +3.1% | -12.1% | -10.3% |
| YTD | -7.9% | +16.8% | -24.6% | -14.3% |
| 1Y | -8.3% | +11.6% | -19.9% | -13.0% |
| 3Y | +100.8% | +67.4% | +33.4% | +59.3% |
| 5Y | +38.2% | +56.8% | -18.5% | +12.1% |
| 10Y | +302.3% | +185.0% | +117.3% | +156.2% |
| All | +15,947.2% | +3,453.4% | +12,493.8% | +5,263.3% |
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