+47.8%
LNT vs RGEN
+2.1%
+45.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -1.0% |
| 7D | +0.2% | -4.6% | +4.7% | +0.3% |
| 30D | -0.5% | +1.2% | -1.7% | -0.6% |
| 3M | -5.5% | +26.8% | -32.4% | -6.1% |
| 6M | -3.8% | +29.1% | -32.9% | -4.6% |
| YTD | +6.8% | +0.7% | +6.1% | +6.8% |
| 1Y | +9.3% | +39.1% | -29.7% | +8.0% |
| All | +47.8% | +2.1% | +45.7% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 3y: compounded portfolio wealth divided by compounded RGEN 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…
3y analysis · Full analysis span regression · 6 months rolling