+392.6%
ASX vs LEN
-24.6%
+417.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.5% |
| 7D | -0.7% | -3.2% | +2.5% | +0.1% |
| 30D | +2.0% | -4.9% | +6.9% | +3.1% |
| 3M | -1.3% | -8.5% | +7.2% | +0.6% |
| 6M | +71.4% | -20.7% | +92.1% | +80.0% |
| YTD | +135.3% | -17.4% | +152.7% | +144.2% |
| 1Y | +267.5% | -38.2% | +305.7% | +307.6% |
| All | +392.6% | -24.6% | +417.3% | +359.9% |
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 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