+57.7%
AMGN vs LNT
+46.9%
+10.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.4% | -1.3% |
| 7D | -13.7% | -1.0% | -12.7% | -13.4% |
| 30D | -8.8% | -4.2% | -4.6% | -7.3% |
| 3M | +7.2% | -6.7% | +13.9% | +10.1% |
| 6M | +1.3% | -3.6% | +4.8% | +2.5% |
| YTD | +17.6% | +5.9% | +11.8% | +14.3% |
| 1Y | +37.2% | +7.3% | +29.9% | +32.4% |
| 3Y | +57.7% | +46.5% | +11.3% | +31.8% |
| All | +57.7% | +46.9% | +10.8% | +31.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling