+32.2%
LNT vs DAR
-8.5%
+40.7%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.9% | -2.0% | +0.7% |
| 7D | +1.0% | -0.9% | +1.9% | +1.1% |
| 30D | -1.1% | +13.0% | -14.1% | -2.1% |
| 3M | -3.6% | +15.0% | -18.6% | -4.8% |
| 6M | -2.7% | +26.8% | -29.5% | -4.8% |
| YTD | +8.0% | +86.4% | -78.4% | +1.9% |
| 1Y | +10.5% | +115.1% | -104.6% | +2.7% |
| 3Y | +49.6% | +14.6% | +34.9% | +45.6% |
| 5Y | +32.2% | -8.8% | +41.0% | +31.2% |
| All | +32.2% | -8.5% | +40.7% | +31.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling