+143.3%
AAPL vs LEN
-13.2%
+156.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +4.1% | -5.8% | +9.9% | +5.9% |
| 30D | +4.0% | +13.7% | -9.7% | -0.3% |
| 3M | +16.8% | -3.9% | +20.7% | +17.4% |
| 6M | +19.4% | -0.4% | +19.8% | +17.9% |
| YTD | +31.5% | -16.8% | +48.3% | +36.1% |
| 1Y | +31.0% | -29.5% | +60.5% | +42.8% |
| 3Y | +95.3% | -25.6% | +120.9% | +95.8% |
| All | +143.3% | -13.2% | +156.6% | +111.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling