+3,444.2%
LNT vs BBWI
+1,144.0%
+2,300.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.4% |
| 7D | +1.0% | +0.1% | +0.9% | +1.0% |
| 30D | +9.6% | +12.9% | -3.3% | +8.2% |
| 3M | +5.4% | +16.0% | -10.6% | +3.5% |
| 6M | +3.1% | +16.6% | -13.5% | +0.8% |
| YTD | +16.5% | +9.7% | +6.7% | +13.9% |
| 1Y | +12.3% | +1.5% | +10.8% | +10.1% |
| 3Y | +70.3% | -21.4% | +91.7% | +67.4% |
| 5Y | +56.4% | -67.6% | +124.0% | +64.7% |
| 10Y | +184.3% | -46.8% | +231.1% | +158.8% |
| All | +3,444.2% | +1,144.0% | +2,300.2% | +2,050.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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