+3,444.2%
LNT vs GEN
+8,765.9%
-5,321.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | +0.4% |
| 7D | +1.0% | +2.0% | -1.0% | +0.9% |
| 30D | +9.6% | +27.7% | -18.1% | +7.8% |
| 3M | +5.4% | +3.3% | +2.1% | +4.9% |
| 6M | +3.1% | +31.8% | -28.7% | +0.9% |
| YTD | +16.5% | +13.5% | +3.0% | +14.8% |
| 1Y | +12.3% | +16.0% | -3.7% | +10.5% |
| 3Y | +70.3% | +70.6% | -0.3% | +62.8% |
| 5Y | +56.4% | +32.1% | +24.3% | +51.2% |
| 10Y | +184.3% | +153.4% | +30.9% | +159.7% |
| All | +3,444.2% | +8,765.9% | -5,321.8% | +2,611.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling