+19,263.6%
AME vs LNT
+3,444.2%
+15,819.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.2% |
| 7D | +5.9% | +1.0% | +4.8% | +5.4% |
| 30D | -1.9% | +9.6% | -11.5% | -5.8% |
| 3M | -5.4% | +5.4% | -10.8% | -7.7% |
| 6M | +4.9% | +3.1% | +1.8% | +2.9% |
| YTD | +18.5% | +16.5% | +2.0% | +10.2% |
| 1Y | +25.5% | +12.3% | +13.2% | +18.5% |
| 3Y | +63.0% | +70.3% | -7.3% | +27.2% |
| 5Y | +78.3% | +56.4% | +21.9% | +42.5% |
| 10Y | +447.1% | +184.3% | +262.8% | +233.2% |
| All | +19,263.6% | +3,444.2% | +15,819.5% | +4,937.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling