+74.2%
BND vs LEN
+156.8%
-82.6%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | -1.4% | -5.8% | +4.3% | -1.4% |
| 30D | +0.6% | +13.7% | -13.1% | +0.5% |
| 3M | -1.6% | -3.9% | +2.3% | -1.6% |
| 6M | -1.5% | -0.4% | -1.2% | -1.6% |
| YTD | -1.5% | -16.8% | +15.4% | -1.4% |
| 1Y | -1.1% | -29.5% | +28.4% | -0.9% |
| 3Y | +13.6% | -25.6% | +39.2% | +13.8% |
| 5Y | -1.8% | -13.2% | +11.4% | -1.8% |
| 10Y | +17.0% | +138.5% | -121.5% | +18.0% |
| All | +74.2% | +156.8% | -82.6% | +78.5% |
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