+49.6%
LNT vs DRI
+56.7%
-7.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.8% | +1.2% |
| 7D | +1.0% | -1.2% | +2.2% | +1.2% |
| 30D | -1.1% | -0.4% | -0.7% | -1.1% |
| 3M | -3.6% | +9.5% | -13.1% | -5.0% |
| 6M | -2.7% | +6.5% | -9.1% | -3.8% |
| YTD | +8.0% | +18.4% | -10.4% | +4.6% |
| 1Y | +10.5% | +4.2% | +6.2% | +9.2% |
| 3Y | +49.6% | +57.1% | -7.5% | +33.4% |
| All | +49.6% | +56.7% | -7.1% | +33.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling