+117.9%
BTSG vs LNT
+13.9%
+104.0%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.3% | -0.2% |
| 7D | +17.4% | +7.2% | +10.2% | +16.9% |
| 30D | +12.6% | +15.6% | -3.0% | +11.8% |
| 3M | +11.2% | +5.2% | +6.0% | +10.2% |
| 6M | +30.4% | +1.7% | +28.7% | +29.3% |
| YTD | +86.4% | +17.0% | +69.4% | +82.4% |
| 1Y | +117.9% | +14.2% | +103.7% | +117.1% |
| All | +117.9% | +13.9% | +104.0% | +117.1% |
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