+144.2%
LNT vs ESI
+312.8%
-168.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -1.0% | -4.6% | +3.6% | -0.6% |
| 30D | -4.2% | -10.5% | +6.3% | -3.2% |
| 3M | -6.7% | -19.8% | +13.1% | -4.8% |
| 6M | -3.6% | +5.8% | -9.4% | -5.2% |
| YTD | +5.9% | +38.3% | -32.4% | +0.5% |
| 1Y | +7.3% | +31.5% | -24.3% | +2.2% |
| 3Y | +46.5% | +80.7% | -34.2% | +32.1% |
| 5Y | +32.5% | +69.4% | -37.0% | +18.9% |
| All | +144.2% | +312.8% | -168.6% | +91.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 10y: compounded portfolio wealth divided by compounded ESI 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…
10y analysis · Full analysis span regression · 6 months rolling