+30.9%
DOCU vs LNT
+51.2%
-20.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +6.9% | -0.1% | +7.0% | +6.9% |
| 30D | +19.0% | -3.2% | +22.2% | +19.0% |
| 3M | +34.3% | -4.1% | +38.4% | +34.2% |
| 6M | +48.0% | -4.6% | +52.6% | +47.9% |
| YTD | 0.0% | +7.0% | -7.0% | -1.7% |
| 1Y | -10.3% | +8.3% | -18.6% | -12.0% |
| All | +30.9% | +51.2% | -20.4% | +16.8% |
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