+3.7%
DT vs LNT
+49.9%
-46.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -3.1% |
| 7D | -4.9% | +1.0% | -5.9% | -4.8% |
| 30D | +2.7% | -1.1% | +3.8% | +2.7% |
| 3M | +20.0% | -3.6% | +23.6% | +19.9% |
| 6M | +28.0% | -2.7% | +30.7% | +27.8% |
| YTD | +16.0% | +8.0% | +8.0% | +15.0% |
| 1Y | +0.7% | +10.5% | -9.7% | -0.6% |
| All | +3.7% | +49.9% | -46.2% | -1.7% |
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