+144.1%
LNT vs GEN
+157.3%
-13.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.0% |
| 7D | -1.1% | -4.3% | +3.2% | -0.7% |
| 30D | -1.9% | +3.8% | -5.7% | -2.4% |
| 3M | -7.2% | +22.3% | -29.4% | -9.2% |
| 6M | -3.9% | +39.0% | -42.9% | -7.7% |
| YTD | +5.9% | +11.9% | -6.0% | +4.2% |
| 1Y | +8.4% | +4.5% | +3.9% | +7.5% |
| 3Y | +46.6% | +59.0% | -12.4% | +37.6% |
| 5Y | +32.4% | +22.0% | +10.5% | +26.4% |
| All | +144.1% | +157.3% | -13.2% | +113.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling