+85.9%
LNG vs GEN
+67.9%
+18.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.5% |
| 7D | +11.3% | +2.0% | +9.3% | +11.0% |
| 30D | +10.6% | +27.7% | -17.1% | +7.1% |
| 3M | +16.1% | +3.3% | +12.9% | +14.7% |
| 6M | +29.6% | +31.8% | -2.3% | +23.7% |
| YTD | +60.3% | +13.5% | +46.8% | +59.1% |
| 1Y | +46.1% | +16.0% | +30.1% | +44.1% |
| 3Y | +85.9% | +70.6% | +15.4% | +71.2% |
| All | +85.9% | +67.9% | +18.0% | +71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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