+1,258.2%
LNT vs BNS
+1,476.3%
-218.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +2.0% | +1.3% |
| 7D | +1.0% | +1.8% | -0.8% | +0.4% |
| 30D | -1.1% | +4.5% | -5.6% | -2.8% |
| 3M | -3.6% | +15.8% | -19.4% | -8.8% |
| 6M | -2.7% | +31.5% | -34.1% | -12.1% |
| YTD | +8.0% | +28.6% | -20.6% | -1.8% |
| 1Y | +10.5% | +48.2% | -37.7% | -4.7% |
| 3Y | +49.6% | +130.8% | -81.2% | +9.2% |
| 5Y | +32.2% | +94.9% | -62.7% | +1.4% |
| 10Y | +141.8% | +179.6% | -37.8% | +56.4% |
| All | +1,258.2% | +1,476.3% | -218.1% | +247.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling