-38.2%
LEN vs BEN
+42.6%
-80.8%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.5% | -4.5% | -2.2% |
| 7D | -3.2% | +0.2% | -3.4% | -3.3% |
| 30D | -4.9% | -0.5% | -4.3% | -4.7% |
| 3M | -8.5% | +9.7% | -18.2% | -11.8% |
| 6M | -20.7% | +33.9% | -54.6% | -29.2% |
| YTD | -17.4% | +49.0% | -66.4% | -28.5% |
| 1Y | -38.2% | +42.1% | -80.4% | -48.5% |
| All | -38.2% | +42.6% | -80.8% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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