+3,155.8%
LNT vs GEN
+8,838.8%
-5,683.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.1% | +0.1% |
| 7D | -0.1% | -1.2% | +1.1% | 0.0% |
| 30D | -3.2% | +10.1% | -13.3% | -3.8% |
| 3M | -4.1% | +16.1% | -20.1% | -5.1% |
| 6M | -4.6% | +38.9% | -43.4% | -6.9% |
| YTD | +7.0% | +14.4% | -7.4% | +5.6% |
| 1Y | +8.3% | +5.9% | +2.4% | +7.4% |
| 3Y | +51.0% | +58.8% | -7.8% | +45.2% |
| 5Y | +30.2% | +24.7% | +5.5% | +26.5% |
| 10Y | +143.6% | +163.1% | -19.5% | +122.4% |
| All | +3,155.8% | +8,838.8% | -5,683.0% | +2,394.7% |
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