+76.4%
AMZN vs LEN
-26.2%
+102.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -1.9% |
| 7D | -1.0% | -3.4% | +2.4% | -0.5% |
| 30D | -9.2% | -5.7% | -3.6% | -8.4% |
| 3M | +3.4% | -12.2% | +15.6% | +5.4% |
| 6M | +18.2% | -18.3% | +36.5% | +21.6% |
| YTD | +9.3% | -20.2% | +29.5% | +12.4% |
| 1Y | +5.9% | -40.1% | +46.0% | +14.4% |
| All | +76.4% | -26.2% | +102.6% | +61.3% |
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