-99.9%
AMIX vs LNT
+65.8%
-165.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.2% |
| 7D | -9.9% | +1.0% | -10.9% | -9.7% |
| 30D | -52.8% | +9.6% | -62.4% | -52.1% |
| 3M | -80.0% | +5.4% | -85.4% | -79.9% |
| 6M | -80.2% | +3.1% | -83.3% | -80.5% |
| YTD | -88.1% | +16.5% | -104.6% | -89.6% |
| 1Y | -91.1% | +12.3% | -103.4% | -91.8% |
| All | -99.9% | +65.8% | -165.8% | -100.0% |
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 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