+54,149.7%
DHR vs LNT
+3,150.5%
+50,999.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.2% |
| 7D | -2.4% | +0.2% | -2.6% | -2.5% |
| 30D | -2.2% | -0.5% | -1.6% | -2.0% |
| 3M | +9.0% | -5.5% | +14.5% | +11.2% |
| 6M | +3.5% | -3.8% | +7.3% | +4.6% |
| YTD | -10.1% | +6.8% | -17.0% | -12.7% |
| 1Y | +6.2% | +9.3% | -3.1% | +2.1% |
| 3Y | -5.4% | +47.9% | -53.3% | -19.4% |
| 5Y | -27.9% | +31.6% | -59.5% | -36.4% |
| 10Y | +215.7% | +150.1% | +65.6% | +116.2% |
| All | +54,149.7% | +3,150.5% | +50,999.2% | +16,966.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling