-61.5%
DOCS vs LNT
+8.1%
-69.6%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.7% | -2.8% |
| 7D | -1.4% | -0.1% | -1.3% | -1.5% |
| 30D | +21.8% | -3.2% | +25.0% | +20.1% |
| 3M | +27.3% | -4.1% | +31.4% | +25.8% |
| 6M | -0.3% | -4.6% | +4.2% | -1.8% |
| YTD | -40.5% | +7.0% | -47.5% | -37.5% |
| 1Y | -61.5% | +8.3% | -69.8% | -59.3% |
| All | -61.5% | +8.1% | -69.6% | -59.3% |
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