+2,057.5%
LNT vs DRI
+8,063.5%
-6,005.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.2% | +0.5% |
| 7D | +1.0% | +1.1% | 0.0% | +0.9% |
| 30D | +9.6% | +9.7% | -0.1% | +8.0% |
| 3M | +5.4% | +3.2% | +2.2% | +4.8% |
| 6M | +3.1% | +20.6% | -17.5% | -0.2% |
| YTD | +16.5% | +28.3% | -11.8% | +11.4% |
| 1Y | +12.3% | +34.5% | -22.2% | +6.5% |
| 3Y | +70.3% | +66.5% | +3.8% | +54.8% |
| 5Y | +56.4% | +79.6% | -23.2% | +39.1% |
| 10Y | +184.3% | +333.8% | -149.5% | +106.5% |
| All | +2,057.5% | +8,063.5% | -6,005.9% | +1,023.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling