+304.5%
LEN vs AGI
+5,381.0%
-5,076.5%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.4% | -2.4% | -3.7% |
| 7D | -2.9% | +4.4% | -7.3% | -3.2% |
| 30D | -8.9% | +10.0% | -18.8% | -9.6% |
| 3M | -10.9% | +1.7% | -12.6% | -11.2% |
| 6M | -19.7% | -26.8% | +7.1% | -18.0% |
| YTD | -20.6% | -5.3% | -15.3% | -20.8% |
| 1Y | -42.4% | +11.5% | -53.9% | -43.5% |
| 3Y | -26.5% | +212.9% | -239.5% | -34.5% |
| 5Y | -10.9% | +388.8% | -399.7% | -24.0% |
| 10Y | +100.6% | +383.6% | -282.9% | +63.0% |
| All | +304.5% | +5,381.0% | -5,076.5% | +183.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AGI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling