+0.2%
ENTG vs LNT
+55.9%
-55.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.5% | -4.3% | -3.9% |
| 7D | +15.2% | +1.0% | +14.1% | +15.0% |
| 30D | -3.6% | +9.6% | -13.2% | -5.3% |
| 3M | -10.0% | +5.4% | -15.4% | -10.8% |
| 6M | +1.8% | +3.1% | -1.3% | +0.6% |
| YTD | +75.5% | +16.5% | +59.0% | +67.3% |
| 1Y | +82.4% | +12.3% | +70.1% | +75.6% |
| 3Y | +58.5% | +70.3% | -11.8% | +30.3% |
| All | +0.2% | +55.9% | -55.7% | -15.7% |
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