+183.1%
LNT vs GEN
+152.9%
+30.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | +0.3% |
| 7D | +1.0% | +2.0% | -1.0% | +0.8% |
| 30D | +9.6% | +27.7% | -18.1% | +6.8% |
| 3M | +5.4% | +3.3% | +2.1% | +4.7% |
| 6M | +3.1% | +31.8% | -28.7% | -0.4% |
| YTD | +16.5% | +13.5% | +3.0% | +14.1% |
| 1Y | +12.3% | +16.0% | -3.7% | +9.7% |
| 3Y | +70.3% | +70.6% | -0.3% | +58.5% |
| 5Y | +56.4% | +32.1% | +24.3% | +48.0% |
| All | +183.1% | +152.9% | +30.2% | +153.2% |
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 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