+1,008.4%
ASX vs LEN
+136.8%
+871.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.2% | -0.9% | -3.0% |
| 7D | +22.1% | -8.7% | +30.9% | +25.6% |
| 30D | -23.8% | +11.6% | -35.3% | -27.4% |
| 3M | -7.6% | -1.3% | -6.3% | -8.8% |
| 6M | +6.9% | -1.4% | +8.4% | +5.0% |
| YTD | +127.7% | -16.9% | +144.5% | +135.8% |
| 1Y | +144.5% | -31.2% | +175.7% | +169.4% |
| 3Y | +377.8% | -25.6% | +403.4% | +391.0% |
| 5Y | +498.2% | -13.3% | +511.5% | +465.0% |
| All | +1,008.4% | +136.8% | +871.5% | +579.4% |
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