+181.6%
LNT vs DAR
+307.1%
-125.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.2% | -3.0% | -1.0% |
| 7D | -0.5% | +9.2% | -9.7% | -1.6% |
| 30D | +9.9% | -12.3% | +22.2% | +11.6% |
| 3M | +4.8% | -12.7% | +17.5% | +6.3% |
| 6M | +2.2% | -12.8% | +14.9% | +3.5% |
| YTD | +15.9% | +53.8% | -37.9% | +8.6% |
| 1Y | +10.6% | +60.3% | -49.7% | +2.9% |
| 3Y | +66.1% | +31.7% | +34.3% | +55.4% |
| 5Y | +55.6% | -27.7% | +83.3% | +55.9% |
| All | +181.6% | +307.1% | -125.4% | +98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling