-10.4%
LEN vs ACWI
+67.7%
-78.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -3.2% | +0.5% | -3.7% | -3.7% |
| 30D | -4.9% | +0.9% | -5.8% | -5.8% |
| 3M | -8.5% | +2.4% | -10.9% | -10.9% |
| 6M | -20.7% | +12.4% | -33.0% | -30.3% |
| YTD | -17.4% | +15.2% | -32.6% | -29.6% |
| 1Y | -38.2% | +22.7% | -61.0% | -51.2% |
| 3Y | -24.9% | +75.8% | -100.7% | -62.2% |
| All | -10.4% | +67.7% | -78.1% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling