+144.2%
LNT vs BNS
+188.9%
-44.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.6% | -0.2% |
| 7D | -1.0% | -0.4% | -0.7% | -0.9% |
| 30D | -4.2% | +3.5% | -7.7% | -5.5% |
| 3M | -6.7% | +14.1% | -20.7% | -11.0% |
| 6M | -3.6% | +33.8% | -37.3% | -13.0% |
| YTD | +5.9% | +29.5% | -23.6% | -3.5% |
| 1Y | +7.3% | +48.4% | -41.1% | -7.0% |
| 3Y | +46.5% | +129.6% | -83.1% | +8.0% |
| 5Y | +32.5% | +96.1% | -63.6% | +1.8% |
| All | +144.2% | +188.9% | -44.7% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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