+1,662.2%
LNT vs DGX
+8,778.1%
-7,115.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.3% |
| 7D | -1.0% | -0.9% | -0.2% | -0.9% |
| 30D | -4.2% | -1.2% | -3.1% | -4.1% |
| 3M | -6.7% | +15.8% | -22.4% | -9.3% |
| 6M | -3.6% | +18.2% | -21.7% | -6.8% |
| YTD | +5.9% | +37.2% | -31.3% | -0.5% |
| 1Y | +7.3% | +30.4% | -23.1% | +1.6% |
| 3Y | +46.5% | +96.7% | -50.2% | +28.4% |
| 5Y | +32.5% | +67.2% | -34.7% | +18.9% |
| 10Y | +147.9% | +253.9% | -106.0% | +94.2% |
| All | +1,662.2% | +8,778.1% | -7,115.9% | +1,013.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 all: compounded portfolio wealth divided by compounded DGX 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…
all analysis · Full analysis span regression · 6 months rolling