+181.6%
LNT vs DRI
+330.2%
-148.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | -0.5% | -0.3% | -0.2% | -0.5% |
| 30D | +9.9% | +10.8% | -0.9% | +8.1% |
| 3M | +4.8% | +0.9% | +3.9% | +4.5% |
| 6M | +2.2% | +16.3% | -14.1% | -0.5% |
| YTD | +15.9% | +27.8% | -11.9% | +10.8% |
| 1Y | +10.6% | +33.9% | -23.3% | +4.9% |
| 3Y | +66.1% | +67.2% | -1.1% | +50.8% |
| 5Y | +55.6% | +79.0% | -23.4% | +38.4% |
| All | +181.6% | +330.2% | -148.5% | +123.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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