+59.7%
HAS vs LEN
-22.9%
+82.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.2% | -1.5% | +1.0% |
| 7D | +2.2% | +0.6% | +1.5% | +1.9% |
| 30D | +29.6% | +19.4% | +10.2% | +24.2% |
| 3M | +30.3% | +4.5% | +25.7% | +28.4% |
| 6M | +25.6% | +4.9% | +20.7% | +23.8% |
| YTD | +50.8% | -8.9% | +59.7% | +53.5% |
| All | +59.7% | -22.9% | +82.6% | +70.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling