+78.2%
AAPL vs LEN
-26.2%
+104.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | -3.0% | -3.4% | +0.4% | -2.3% |
| 30D | +2.3% | -5.7% | +8.0% | +3.5% |
| 3M | +8.6% | -12.2% | +20.9% | +11.2% |
| 6M | +21.6% | -18.3% | +39.8% | +26.0% |
| YTD | +16.3% | -20.2% | +36.5% | +20.6% |
| 1Y | +35.1% | -40.1% | +75.1% | +49.3% |
| All | +78.2% | -26.2% | +104.4% | +78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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