-22.5%
DIS vs LNT
+55.9%
-78.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | +1.9% | +1.0% | +0.9% | +1.6% |
| 30D | +9.2% | +9.6% | -0.4% | +6.3% |
| 3M | +13.5% | +5.4% | +8.1% | +11.7% |
| 6M | +14.3% | +3.1% | +11.2% | +13.1% |
| YTD | +5.4% | +16.5% | -11.1% | +0.2% |
| 1Y | +12.2% | +12.3% | -0.2% | +7.9% |
| 3Y | +37.2% | +70.3% | -33.1% | +16.2% |
| All | -22.5% | +55.9% | -78.5% | -32.4% |
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 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