+63.6%
DIA vs LNT
+31.1%
+32.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.3% | -0.4% |
| 7D | -1.2% | +0.2% | -1.4% | -1.3% |
| 30D | -2.7% | -0.5% | -2.2% | -2.6% |
| 3M | +3.3% | -5.5% | +8.8% | +4.8% |
| 6M | +10.4% | -3.8% | +14.2% | +11.3% |
| YTD | +10.0% | +6.8% | +3.2% | +7.2% |
| 1Y | +16.2% | +9.3% | +6.9% | +12.3% |
| 3Y | +58.7% | +47.9% | +10.8% | +37.9% |
| 5Y | +63.6% | +31.6% | +32.0% | +45.7% |
| All | +63.6% | +31.1% | +32.4% | +45.7% |
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