+66.5%
LNT vs DRI
+69.5%
-3.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | +1.6% | +4.2% | -2.7% | +0.9% |
| 30D | +12.1% | +15.7% | -3.6% | +9.7% |
| 3M | +8.2% | +5.8% | +2.4% | +7.2% |
| 6M | +3.6% | +18.4% | -14.8% | +0.9% |
| YTD | +16.2% | +28.2% | -12.0% | +11.2% |
| 1Y | +12.8% | +35.9% | -23.1% | +6.9% |
| 3Y | +66.5% | +67.7% | -1.2% | +43.7% |
| All | +66.5% | +69.5% | -3.0% | +43.7% |
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