+2,051.9%
LNT vs DRI
+8,060.6%
-6,008.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +9.5% |
| 3M | +8.2% | +5.8% | +2.4% | +7.1% |
| 6M | +3.6% | +18.4% | -14.8% | +0.6% |
| YTD | +16.2% | +28.2% | -12.0% | +11.1% |
| 1Y | +12.8% | +35.9% | -23.1% | +6.8% |
| 3Y | +66.5% | +67.7% | -1.2% | +51.2% |
| 5Y | +53.8% | +77.9% | -24.1% | +37.0% |
| 10Y | +182.5% | +338.7% | -156.2% | +104.9% |
| All | +2,051.9% | +8,060.6% | -6,008.7% | +1,021.1% |
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 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