+33.2%
LNT vs BR
+8.0%
+25.2%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -1.0% | -3.0% | +1.9% | -0.3% |
| 30D | -4.2% | -0.3% | -3.9% | -4.3% |
| 3M | -6.7% | +17.3% | -24.0% | -11.2% |
| 6M | -3.6% | -6.7% | +3.1% | -2.0% |
| YTD | +5.9% | -23.4% | +29.3% | +14.9% |
| 1Y | +7.3% | -32.7% | +39.9% | +22.1% |
| 3Y | +46.5% | -5.9% | +52.4% | +45.4% |
| All | +33.2% | +8.0% | +25.2% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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