+565.7%
AMZN vs LEN
+108.0%
+457.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.2% | -0.2% | +1.4% |
| 7D | -0.7% | -4.8% | +4.1% | +0.5% |
| 30D | -3.9% | -6.6% | +2.6% | -2.4% |
| 3M | +6.3% | -15.7% | +22.0% | +10.4% |
| 6M | +20.8% | -16.6% | +37.4% | +25.3% |
| YTD | +11.2% | -21.3% | +32.6% | +16.5% |
| 1Y | +11.7% | -42.0% | +53.7% | +25.6% |
| 3Y | +79.4% | -27.9% | +107.4% | +85.1% |
| 5Y | +48.0% | -10.7% | +58.7% | +41.8% |
| All | +565.7% | +108.0% | +457.6% | +454.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling