+16.5%
BTDR vs LNT
+30.4%
-14.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.9% | -5.6% | -6.4% |
| 7D | -3.2% | -1.1% | -2.1% | -3.0% |
| 30D | +32.7% | -1.9% | +34.6% | +33.0% |
| 3M | -28.4% | -7.2% | -21.2% | -27.9% |
| 6M | +51.7% | -3.9% | +55.6% | +51.2% |
| YTD | +2.9% | +5.9% | -3.0% | -0.1% |
| 1Y | -15.5% | +8.4% | -23.8% | -18.2% |
| 3Y | 0.0% | +46.6% | -46.6% | -6.9% |
| 5Y | +16.5% | +32.4% | -16.0% | +8.8% |
| All | +16.5% | +30.4% | -14.0% | +8.8% |
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