+152.1%
BTSG vs LNT
+8.1%
+144.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +2.7% | -0.1% | +2.8% | +2.7% |
| 30D | -3.6% | -3.2% | -0.5% | -3.7% |
| 3M | +5.8% | -4.1% | +9.9% | +5.5% |
| 6M | +44.7% | -4.6% | +49.3% | +44.5% |
| YTD | +62.2% | +7.0% | +55.2% | +58.1% |
| 1Y | +152.1% | +8.3% | +143.8% | +148.2% |
| All | +152.1% | +8.1% | +144.0% | +148.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling