+3,460.6%
LNT vs DOC
+2,934.4%
+526.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.1% | -0.8% | +1.5% |
| 7D | +7.2% | +8.7% | -1.6% | +4.8% |
| 30D | +15.6% | +7.6% | +8.0% | +13.4% |
| 3M | +5.2% | -5.3% | +10.5% | +6.6% |
| 6M | +1.7% | +27.6% | -26.0% | -5.3% |
| YTD | +17.0% | +32.4% | -15.4% | +7.7% |
| 1Y | +14.2% | +22.9% | -8.6% | +7.2% |
| 3Y | +59.4% | +43.1% | +16.3% | +42.4% |
| 5Y | +56.1% | -21.4% | +77.5% | +61.7% |
| 10Y | +174.2% | +16.8% | +157.4% | +151.7% |
| All | +3,460.6% | +2,934.4% | +526.2% | +1,692.9% |
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