+237.9%
INTU vs LEN
+147.0%
+90.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.4% | +6.0% | +2.3% |
| 7D | -1.2% | +0.7% | -1.9% | -1.5% |
| 30D | +12.4% | +13.0% | -0.6% | +8.2% |
| 3M | +2.3% | +1.9% | +0.4% | +1.2% |
| 6M | -13.3% | -0.7% | -12.6% | -14.2% |
| YTD | -47.9% | -13.8% | -34.1% | -47.0% |
| 1Y | -47.2% | -28.1% | -19.1% | -43.1% |
| 3Y | -33.9% | -22.8% | -11.1% | -33.9% |
| 5Y | -41.3% | -7.4% | -34.0% | -46.5% |
| 10Y | +237.9% | +143.7% | +94.2% | +109.0% |
| All | +237.9% | +147.0% | +90.9% | +109.0% |
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