+50.4%
AMZN vs LEN
-13.2%
+63.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.8% | -5.8% | +8.6% | +4.7% |
| 30D | +5.0% | +13.7% | -8.8% | -0.2% |
| 3M | +0.6% | -3.9% | +4.4% | +1.0% |
| 6M | -1.3% | -0.4% | -0.9% | -2.8% |
| YTD | +15.5% | -16.8% | +32.4% | +19.8% |
| 1Y | +12.2% | -29.5% | +41.7% | +23.5% |
| 3Y | +87.0% | -25.6% | +112.6% | +80.8% |
| All | +50.4% | -13.2% | +63.6% | +14.6% |
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