+337.5%
AMD vs LNT
+31.3%
+306.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.7% |
| 7D | +2.6% | -0.1% | +2.7% | +2.6% |
| 30D | -0.9% | -3.2% | +2.2% | -0.6% |
| 3M | -8.7% | -4.1% | -4.7% | -8.7% |
| 6M | +136.3% | -4.6% | +140.9% | +136.4% |
| YTD | +123.0% | +7.0% | +116.0% | +118.0% |
| 1Y | +195.2% | +8.3% | +186.9% | +188.0% |
| 3Y | +336.3% | +51.0% | +285.3% | +291.5% |
| All | +337.5% | +31.3% | +306.3% | +306.5% |
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 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