+8.3%
LNT vs BTG
+38.4%
-30.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | 0.0% |
| 7D | -0.1% | -0.9% | +0.8% | -0.1% |
| 30D | -3.2% | +36.8% | -40.0% | -3.9% |
| 3M | -4.1% | +23.1% | -27.2% | -4.5% |
| 6M | -4.6% | +3.5% | -8.0% | -4.8% |
| YTD | +7.0% | +25.5% | -18.5% | +5.4% |
| 1Y | +8.3% | +40.1% | -31.8% | +4.7% |
| All | +8.3% | +38.4% | -30.1% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling