+842.6%
ASX vs LEN
+166.0%
+676.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.2% | +5.4% | +7.6% |
| 7D | -12.3% | +0.6% | -12.9% | -12.6% |
| 30D | -26.0% | +19.4% | -45.4% | -31.0% |
| 3M | -8.1% | +4.5% | -12.6% | -10.8% |
| 6M | +1.4% | +4.9% | -3.5% | -2.2% |
| YTD | +115.6% | -8.9% | +124.5% | +117.0% |
| 1Y | +128.0% | -23.0% | +151.0% | +142.3% |
| 3Y | +371.4% | -16.7% | +388.1% | +367.3% |
| 5Y | +469.4% | -4.5% | +473.9% | +422.0% |
| 10Y | +842.6% | +162.2% | +680.5% | +466.1% |
| All | +842.6% | +166.0% | +676.6% | +466.1% |
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