+3,155.8%
LNT vs DOC
+2,974.4%
+181.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +0.4% |
| 7D | -0.1% | -1.5% | +1.4% | +0.3% |
| 30D | -3.2% | -4.8% | +1.6% | -2.0% |
| 3M | -4.1% | +6.9% | -11.0% | -5.8% |
| 6M | -4.6% | +20.7% | -25.3% | -9.8% |
| YTD | +7.0% | +34.1% | -27.1% | -1.8% |
| 1Y | +8.3% | +22.6% | -14.4% | +1.6% |
| 3Y | +51.0% | +20.8% | +30.2% | +40.8% |
| 5Y | +30.2% | -24.9% | +55.0% | +36.4% |
| 10Y | +143.6% | -1.8% | +145.4% | +132.0% |
| All | +3,155.8% | +2,974.4% | +181.4% | +1,534.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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