+183.1%
LNT vs BEN
+58.7%
+124.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.4% |
| 7D | +1.0% | +6.8% | -5.7% | -0.3% |
| 30D | +9.6% | +18.0% | -8.4% | +5.8% |
| 3M | +5.4% | +7.5% | -2.1% | +3.6% |
| 6M | +3.1% | +14.7% | -11.6% | -0.2% |
| YTD | +16.5% | +56.1% | -39.6% | +5.0% |
| 1Y | +12.3% | +69.6% | -57.3% | -0.7% |
| 3Y | +70.3% | +87.7% | -17.4% | +44.3% |
| 5Y | +56.4% | +28.6% | +27.8% | +41.5% |
| All | +183.1% | +58.7% | +124.4% | +107.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling