-18.8%
AMT vs LNT
+55.0%
-73.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.9% |
| 7D | +1.6% | +1.6% | +0.1% | +0.6% |
| 30D | +4.5% | +12.1% | -7.6% | -3.7% |
| 3M | +13.8% | +8.2% | +5.6% | +7.5% |
| 6M | +10.0% | +3.6% | +6.4% | +6.7% |
| YTD | +11.8% | +16.2% | -4.4% | -0.1% |
| 1Y | +10.2% | +12.8% | -2.6% | +0.6% |
| 3Y | +15.1% | +66.5% | -51.4% | -21.2% |
| 5Y | -18.8% | +53.8% | -72.6% | -39.6% |
| All | -18.8% | +55.0% | -73.8% | -39.6% |
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