-37.0%
DOCS vs LNT
+12.7%
-49.7%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.5% | +1.9% | +2.6% |
| 7D | -4.2% | -0.2% | -4.0% | -4.3% |
| 30D | +8.6% | +11.6% | -3.0% | +13.9% |
| 3M | +27.2% | +8.2% | +19.1% | +31.6% |
| 6M | +26.5% | +3.1% | +23.4% | +29.0% |
| YTD | -25.0% | +16.8% | -41.8% | -16.8% |
| 1Y | -37.0% | +11.6% | -48.6% | -28.9% |
| All | -37.0% | +12.7% | -49.7% | -28.9% |
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