+59.1%
LNT vs ACGL
+31.5%
+27.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +1.9% | -0.3% |
| 7D | +1.4% | +0.9% | +0.6% | +1.2% |
| 30D | +12.3% | +13.7% | -1.4% | +8.8% |
| 3M | +5.3% | +8.0% | -2.7% | +3.3% |
| 6M | +2.0% | +13.3% | -11.2% | -1.2% |
| YTD | +15.3% | +11.8% | +3.4% | +11.7% |
| 1Y | +12.3% | +22.2% | -10.0% | +6.5% |
| 3Y | +59.1% | +32.5% | +26.6% | +50.8% |
| All | +59.1% | +31.5% | +27.6% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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