+913.4%
ASX vs LEN
+99.2%
+814.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.8% | +9.9% | +7.4% |
| 7D | +6.3% | -2.9% | +9.2% | +7.2% |
| 30D | +6.4% | -8.9% | +15.3% | +9.6% |
| 3M | +13.1% | -10.9% | +24.0% | +16.9% |
| 6M | +90.3% | -19.7% | +110.0% | +103.5% |
| YTD | +149.6% | -20.6% | +170.2% | +166.6% |
| 1Y | +249.2% | -42.4% | +291.6% | +313.6% |
| 3Y | +445.9% | -26.5% | +472.4% | +470.6% |
| 5Y | +477.7% | -10.9% | +488.7% | +448.5% |
| 10Y | +913.4% | +100.6% | +812.8% | +565.9% |
| All | +913.4% | +99.2% | +814.2% | +565.9% |
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