+55.8%
DOCS vs LNT
+58.9%
-3.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -4.3% |
| 7D | -1.3% | +4.7% | -6.0% | -1.7% |
| 30D | +19.4% | +13.0% | +6.4% | +18.2% |
| 3M | +53.4% | +5.4% | +48.0% | +52.9% |
| 6M | +28.8% | +2.0% | +26.7% | +28.8% |
| YTD | -25.1% | +16.5% | -41.6% | -27.4% |
| 1Y | -48.1% | +13.3% | -61.4% | -49.4% |
| All | +55.8% | +58.9% | -3.2% | +25.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling