+7.7%
DIS vs LNT
+12.4%
-4.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | +4.4% | +1.6% | +2.9% | +4.1% |
| 30D | +10.3% | +12.1% | -1.7% | +7.9% |
| 3M | +15.5% | +8.2% | +7.3% | +13.7% |
| 6M | +11.2% | +3.6% | +7.6% | +10.8% |
| YTD | +5.6% | +16.2% | -10.6% | +1.0% |
| 1Y | +7.7% | +12.8% | -5.0% | +4.4% |
| All | +7.7% | +12.4% | -4.7% | +4.4% |
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