+304.9%
AEM vs LNT
+31.4%
+273.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | -2.1% | -1.0% | -1.1% | -1.7% |
| 30D | +8.4% | -4.2% | +12.7% | +10.2% |
| 3M | +27.3% | -6.7% | +34.0% | +30.3% |
| 6M | -9.7% | -3.6% | -6.1% | -9.0% |
| YTD | +19.0% | +5.9% | +13.1% | +15.0% |
| 1Y | +31.5% | +7.3% | +24.2% | +26.3% |
| 3Y | +338.7% | +46.5% | +292.2% | +260.7% |
| All | +304.9% | +31.4% | +273.5% | +253.4% |
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