+21.8%
ENTG vs LNT
+31.1%
-9.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +1.6% |
| 7D | +8.9% | +0.2% | +8.7% | +8.9% |
| 30D | -0.8% | -0.5% | -0.3% | -0.7% |
| 3M | +6.6% | -5.5% | +12.1% | +7.2% |
| 6M | +22.1% | -3.8% | +25.9% | +22.0% |
| YTD | +70.2% | +6.8% | +63.3% | +65.2% |
| 1Y | +76.7% | +9.3% | +67.4% | +70.2% |
| 3Y | +50.5% | +47.9% | +2.5% | +30.0% |
| 5Y | +21.8% | +31.6% | -9.8% | +6.5% |
| All | +21.8% | +31.1% | -9.3% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 5y: compounded portfolio wealth divided by compounded LNT 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…
5y analysis · Full analysis span regression · 6 months rolling