+3,245.6%
ASX vs LEN
+811.0%
+2,434.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.2% | +5.4% | +7.8% |
| 7D | -12.3% | +0.6% | -12.9% | -12.6% |
| 30D | -26.0% | +19.4% | -45.4% | -29.9% |
| 3M | -8.1% | +4.5% | -12.6% | -10.3% |
| 6M | +1.4% | +4.9% | -3.5% | -1.5% |
| YTD | +115.6% | -8.9% | +124.5% | +116.6% |
| 1Y | +128.0% | -23.0% | +151.0% | +138.7% |
| 3Y | +371.4% | -16.7% | +388.1% | +372.3% |
| 5Y | +469.4% | -4.5% | +473.9% | +444.2% |
| 10Y | +842.6% | +162.2% | +680.5% | +561.4% |
| All | +3,245.6% | +811.0% | +2,434.6% | +1,103.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling