+150.1%
LNT vs DRI
+348.4%
-198.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.6% | -0.8% |
| 7D | +0.2% | -4.8% | +5.0% | +1.0% |
| 30D | -0.5% | -3.9% | +3.4% | +0.1% |
| 3M | -5.5% | +5.1% | -10.6% | -6.4% |
| 6M | -3.8% | +5.5% | -9.3% | -4.9% |
| YTD | +6.8% | +16.5% | -9.6% | +3.8% |
| 1Y | +9.3% | +2.0% | +7.3% | +8.3% |
| 3Y | +47.9% | +54.5% | -6.6% | +36.1% |
| 5Y | +31.6% | +66.6% | -35.0% | +18.4% |
| 10Y | +150.1% | +353.6% | -203.5% | +92.9% |
| All | +150.1% | +348.4% | -198.3% | +92.9% |
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