+3,425.8%
LNT vs RGEN
+1,565.2%
+1,860.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.5% | +2.8% | -0.7% |
| 7D | -0.5% | -1.2% | +0.6% | -0.5% |
| 30D | +9.9% | -5.1% | +15.0% | +10.0% |
| 3M | +4.8% | +0.5% | +4.3% | +4.7% |
| 6M | +2.2% | +46.6% | -44.4% | +1.4% |
| YTD | +15.9% | +1.6% | +14.3% | +15.6% |
| 1Y | +10.6% | +5.4% | +5.2% | +10.2% |
| 3Y | +66.1% | +12.8% | +53.2% | +64.7% |
| 5Y | +55.6% | -35.6% | +91.2% | +55.0% |
| 10Y | +182.8% | +415.7% | -232.9% | +172.0% |
| All | +3,425.8% | +1,565.2% | +1,860.6% | +3,002.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling