+4,368.6%
ETR vs LNT
+3,186.5%
+1,182.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.2% | +0.6% |
| 7D | +1.4% | +1.0% | +0.4% | +0.8% |
| 30D | +1.9% | -1.1% | +3.0% | +2.6% |
| 3M | +1.0% | -3.6% | +4.6% | +3.4% |
| 6M | +4.8% | -2.7% | +7.5% | +6.8% |
| YTD | +19.5% | +8.0% | +11.5% | +14.0% |
| 1Y | +28.1% | +10.5% | +17.7% | +20.5% |
| 3Y | +151.1% | +49.6% | +101.6% | +95.3% |
| 5Y | +125.2% | +32.2% | +92.9% | +89.3% |
| 10Y | +291.1% | +141.8% | +149.4% | +139.3% |
| All | +4,368.6% | +3,186.5% | +1,182.1% | +834.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling