+415.3%
ASX vs LEN
-4.6%
+419.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.1% | +9.5% | +7.4% |
| 7D | -19.9% | +2.1% | -22.0% | -20.7% |
| 30D | -30.9% | +16.6% | -47.4% | -35.0% |
| 3M | -15.1% | +5.3% | -20.4% | -17.8% |
| 6M | -6.5% | -0.8% | -5.7% | -7.9% |
| YTD | +98.4% | -11.7% | +110.2% | +102.5% |
| 1Y | +107.9% | -24.6% | +132.5% | +123.8% |
| 3Y | +325.3% | -18.7% | +344.0% | +310.9% |
| All | +415.3% | -4.6% | +419.9% | +337.3% |
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