+49.5%
EQT vs LEN
+103.6%
-54.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.5% | +4.1% | +1.1% |
| 7D | -1.2% | -7.8% | +6.6% | -0.1% |
| 30D | +1.1% | -11.0% | +12.1% | +2.7% |
| 3M | +4.8% | -12.8% | +17.6% | +6.4% |
| 6M | -10.6% | -20.2% | +9.6% | -8.2% |
| YTD | +3.4% | -23.0% | +26.5% | +6.4% |
| 1Y | +8.7% | -41.8% | +50.5% | +16.5% |
| 3Y | +35.0% | -28.8% | +63.8% | +36.9% |
| 5Y | +204.2% | -12.6% | +216.9% | +192.1% |
| All | +49.5% | +103.6% | -54.0% | +9.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling