+90.8%
LNG vs AMIX
-100.0%
+190.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.2% |
| 7D | +11.3% | -9.9% | +21.2% | +11.3% |
| 30D | +10.6% | -52.8% | +63.4% | +10.7% |
| 3M | +16.1% | -80.0% | +96.2% | +16.2% |
| 6M | +29.6% | -80.2% | +109.8% | +29.4% |
| YTD | +60.3% | -88.1% | +148.5% | +60.6% |
| 1Y | +46.1% | -91.1% | +137.2% | +46.5% |
| All | +90.8% | -100.0% | +190.7% | +96.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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