+10.6%
LNT vs BAH
+3.0%
+7.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -0.9% | -0.8% |
| 7D | -0.5% | -2.6% | +2.0% | -0.5% |
| 30D | +9.9% | +20.4% | -10.4% | +9.7% |
| 3M | +4.8% | +11.9% | -7.1% | +4.6% |
| 6M | +2.2% | +17.1% | -15.0% | +1.1% |
| YTD | +15.9% | +5.5% | +10.3% | +14.2% |
| 1Y | +10.6% | +5.6% | +4.9% | +9.0% |
| All | +10.6% | +3.0% | +7.5% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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