+1,648.0%
LNT vs AEIS
+2,641.0%
-993.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.8% | +0.7% |
| 7D | +1.0% | +8.1% | -7.1% | +0.5% |
| 30D | -1.1% | -11.1% | +10.0% | -0.4% |
| 3M | -3.6% | -5.6% | +2.1% | -3.8% |
| 6M | -2.7% | -0.6% | -2.0% | -3.6% |
| YTD | +8.0% | +38.0% | -30.0% | +4.3% |
| 1Y | +10.5% | +87.2% | -76.8% | +4.0% |
| 3Y | +49.6% | +179.7% | -130.1% | +35.0% |
| 5Y | +32.2% | +241.7% | -209.5% | +16.5% |
| 10Y | +141.8% | +547.2% | -405.4% | +96.6% |
| All | +1,648.0% | +2,641.0% | -993.1% | +1,099.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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