+3,047.2%
DELL vs LEN
+109.3%
+2,937.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | 0.0% | -7.2% | -7.2% |
| 7D | +4.9% | -5.8% | +10.7% | +6.8% |
| 30D | -32.1% | +13.7% | -45.8% | -35.8% |
| 3M | -30.2% | -3.9% | -26.4% | -30.4% |
| 6M | +41.7% | -0.4% | +42.1% | +38.4% |
| YTD | +176.6% | -16.8% | +193.4% | +185.8% |
| 1Y | +159.9% | -29.5% | +189.4% | +183.4% |
| 3Y | +388.0% | -25.6% | +413.6% | +404.6% |
| 5Y | +578.2% | -13.2% | +591.4% | +545.8% |
| 10Y | +2,653.4% | +138.5% | +2,514.9% | +1,688.4% |
| All | +3,047.2% | +109.3% | +2,937.9% | +2,094.5% |
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