+8.4%
LNT vs BEN
+43.6%
-35.2%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.9% |
| 7D | -1.1% | +0.3% | -1.4% | -1.1% |
| 30D | -1.9% | +0.9% | -2.8% | -1.9% |
| 3M | -7.2% | +9.2% | -16.4% | -7.1% |
| 6M | -3.9% | +36.8% | -40.7% | -3.9% |
| YTD | +5.9% | +44.4% | -38.5% | +5.3% |
| 1Y | +8.4% | +45.8% | -37.5% | +7.1% |
| All | +8.4% | +43.6% | -35.2% | +7.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling