+85.2%
AME vs LNT
+31.1%
+54.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.3% |
| 7D | +1.3% | +0.2% | +1.1% | +1.3% |
| 30D | -6.6% | -0.5% | -6.1% | -6.4% |
| 3M | +3.0% | -5.5% | +8.5% | +4.6% |
| 6M | +5.3% | -3.8% | +9.1% | +6.2% |
| YTD | +15.4% | +6.8% | +8.6% | +12.3% |
| 1Y | +26.8% | +9.3% | +17.5% | +22.3% |
| 3Y | +56.5% | +47.9% | +8.6% | +33.6% |
| 5Y | +85.2% | +31.6% | +53.6% | +60.2% |
| All | +85.2% | +31.1% | +54.1% | +60.2% |
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