+5,912.0%
BTI vs LNT
+3,150.5%
+2,761.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -1.1% |
| 7D | -2.4% | +0.2% | -2.6% | -2.5% |
| 30D | -4.8% | -0.5% | -4.3% | -4.6% |
| 3M | -8.1% | -5.5% | -2.6% | -6.3% |
| 6M | -4.2% | -3.8% | -0.4% | -2.9% |
| YTD | -1.3% | +6.8% | -8.1% | -3.5% |
| 1Y | +2.1% | +9.3% | -7.2% | -1.0% |
| 3Y | +108.9% | +47.9% | +61.0% | +81.6% |
| 5Y | +114.5% | +31.6% | +82.9% | +91.4% |
| 10Y | +72.2% | +150.1% | -77.9% | +21.5% |
| All | +5,912.0% | +3,150.5% | +2,761.4% | +1,973.6% |
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