+10.6%
LNT vs GEN
+11.7%
-1.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.8% |
| 7D | -0.5% | -3.0% | +2.4% | -0.5% |
| 30D | +9.9% | +24.7% | -14.8% | +10.3% |
| 3M | +4.8% | +4.1% | +0.7% | +4.4% |
| 6M | +2.2% | +36.0% | -33.9% | +3.8% |
| YTD | +15.9% | +10.9% | +5.0% | +17.0% |
| 1Y | +10.6% | +12.2% | -1.6% | +11.3% |
| All | +10.6% | +11.7% | -1.2% | +11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling