+3,155.8%
LNT vs BEN
+4,913.3%
-1,757.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.5% | -3.6% | -0.7% |
| 7D | -0.1% | +0.2% | -0.3% | -0.2% |
| 30D | -3.2% | -0.5% | -2.6% | -3.1% |
| 3M | -4.1% | +9.7% | -13.8% | -5.9% |
| 6M | -4.6% | +33.9% | -38.5% | -10.1% |
| YTD | +7.0% | +49.0% | -42.0% | -1.4% |
| 1Y | +8.3% | +42.1% | -33.8% | +0.5% |
| 3Y | +51.0% | +51.9% | -0.9% | +36.4% |
| 5Y | +30.2% | +39.0% | -8.9% | +17.5% |
| 10Y | +143.6% | +57.9% | +85.7% | +104.3% |
| All | +3,155.8% | +4,913.3% | -1,757.5% | +1,615.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling