+7,920.7%
BNY vs LNT
+3,121.3%
+4,799.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.5% |
| 7D | -1.1% | -1.1% | 0.0% | -0.5% |
| 30D | +1.4% | -1.9% | +3.4% | +2.4% |
| 3M | +16.8% | -7.2% | +24.0% | +20.8% |
| 6M | +42.0% | -3.9% | +45.9% | +43.8% |
| YTD | +41.9% | +5.9% | +36.0% | +36.5% |
| 1Y | +59.2% | +8.4% | +50.8% | +51.0% |
| 3Y | +290.9% | +46.6% | +244.3% | +214.1% |
| 5Y | +259.0% | +32.4% | +226.6% | +197.7% |
| 10Y | +413.0% | +147.9% | +265.2% | +190.7% |
| All | +7,920.7% | +3,121.3% | +4,799.4% | +1,157.4% |
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