+6.7%
AMZN vs LEN
-21.9%
+28.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +7.1% | -1.0% | +5.4% |
| 7D | +4.5% | +10.5% | -6.0% | +3.4% |
| 30D | +5.8% | +24.6% | -18.8% | +3.3% |
| 3M | -4.1% | +6.6% | -10.7% | -4.5% |
| 6M | -2.2% | +10.6% | -12.9% | -3.2% |
| YTD | +15.3% | -8.3% | +23.6% | +14.4% |
| 1Y | +6.7% | -22.5% | +29.2% | +8.2% |
| All | +6.7% | -21.9% | +28.6% | +8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling