+181.6%
LNT vs GEN
+147.0%
+34.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.5% |
| 7D | -0.5% | -3.0% | +2.4% | -0.2% |
| 30D | +9.9% | +24.7% | -14.8% | +7.4% |
| 3M | +4.8% | +4.1% | +0.7% | +4.0% |
| 6M | +2.2% | +36.0% | -33.9% | -1.7% |
| YTD | +15.9% | +10.9% | +5.0% | +13.8% |
| 1Y | +10.6% | +12.2% | -1.6% | +8.4% |
| 3Y | +66.1% | +63.3% | +2.8% | +55.3% |
| 5Y | +55.6% | +29.0% | +26.6% | +47.6% |
| All | +181.6% | +147.0% | +34.6% | +152.5% |
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