-35.5%
DG vs LNT
+55.9%
-91.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.6% |
| 7D | +0.3% | +1.0% | -0.8% | -0.1% |
| 30D | +3.2% | +9.6% | -6.4% | -0.2% |
| 3M | +10.4% | +5.4% | +5.0% | +8.3% |
| 6M | +33.2% | +3.1% | +30.0% | +31.4% |
| YTD | +3.0% | +16.5% | -13.5% | -3.3% |
| 1Y | +31.2% | +12.3% | +18.9% | +24.9% |
| 3Y | +21.8% | +70.3% | -48.5% | -3.9% |
| All | -35.5% | +55.9% | -91.5% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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