+18,884.9%
AME vs LNT
+3,155.8%
+15,729.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +0.6% | -0.1% | +0.7% | +0.7% |
| 30D | -6.7% | -3.2% | -3.5% | -5.4% |
| 3M | +4.1% | -4.1% | +8.1% | +5.6% |
| 6M | +1.6% | -4.6% | +6.1% | +3.1% |
| YTD | +16.1% | +7.0% | +9.1% | +12.3% |
| 1Y | +27.3% | +8.3% | +19.0% | +22.3% |
| 3Y | +50.9% | +51.0% | -0.1% | +23.9% |
| 5Y | +81.4% | +30.2% | +51.2% | +57.0% |
| 10Y | +417.0% | +143.6% | +273.4% | +235.6% |
| All | +18,884.9% | +3,155.8% | +15,729.1% | +5,031.0% |
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