+55.6%
LNT vs BEN
+29.7%
+25.9%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.6% |
| 7D | -0.5% | +11.3% | -11.9% | -2.5% |
| 30D | +9.9% | +15.0% | -5.1% | +7.1% |
| 3M | +4.8% | +7.8% | -3.1% | +3.2% |
| 6M | +2.2% | +15.5% | -13.3% | -0.8% |
| YTD | +15.9% | +55.4% | -39.5% | +5.6% |
| 1Y | +10.6% | +63.3% | -52.7% | -0.3% |
| 3Y | +66.1% | +83.4% | -17.3% | +43.1% |
| 5Y | +55.6% | +28.1% | +27.5% | +39.7% |
| All | +55.6% | +29.7% | +25.9% | +39.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling