-10.3%
DIS vs LNT
+9.4%
-19.7%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.2% | -0.4% |
| 7D | -1.1% | +1.0% | -2.1% | -1.3% |
| 30D | +0.1% | -1.1% | +1.2% | +0.3% |
| 3M | +7.1% | -3.6% | +10.7% | +8.2% |
| 6M | +4.3% | -2.7% | +6.9% | +5.1% |
| YTD | -6.9% | +8.0% | -15.0% | -9.7% |
| 1Y | -10.3% | +10.5% | -20.8% | -14.8% |
| All | -10.3% | +9.4% | -19.7% | -14.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling