+144.2%
LNT vs ET
+177.0%
-32.8%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | -1.0% | +0.2% | -1.3% | -1.1% |
| 30D | -4.2% | +2.9% | -7.1% | -4.5% |
| 3M | -6.7% | +16.8% | -23.5% | -8.0% |
| 6M | -3.6% | +18.9% | -22.4% | -5.1% |
| YTD | +5.9% | +37.7% | -31.8% | +2.8% |
| 1Y | +7.3% | +32.4% | -25.2% | +4.5% |
| 3Y | +46.5% | +99.5% | -53.0% | +37.6% |
| 5Y | +32.5% | +244.0% | -211.5% | +19.6% |
| All | +144.2% | +177.0% | -32.8% | +134.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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