+199.0%
AMD vs LNT
+51.7%
+147.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.0% | +12.1% | +11.1% |
| 7D | -11.0% | +1.4% | -12.5% | -11.2% |
| 30D | -30.5% | +12.3% | -42.8% | -31.5% |
| 3M | -8.2% | +5.3% | -13.6% | -8.8% |
| 6M | +6.6% | +2.0% | +4.5% | +5.9% |
| YTD | +109.7% | +15.3% | +94.4% | +102.6% |
| 1Y | +88.9% | +12.3% | +76.6% | +83.5% |
| 3Y | +301.8% | +59.1% | +242.7% | +253.8% |
| All | +199.0% | +51.7% | +147.3% | +181.4% |
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