+10,403.1%
LEN vs BEN
+5,152.6%
+5,250.5%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.2% |
| 7D | -5.8% | +6.8% | -12.6% | -9.1% |
| 30D | +13.7% | +18.0% | -4.3% | +3.6% |
| 3M | -3.9% | +7.5% | -11.3% | -8.0% |
| 6M | -0.4% | +14.7% | -15.1% | -8.4% |
| YTD | -16.8% | +56.1% | -72.9% | -35.9% |
| 1Y | -29.5% | +69.6% | -99.1% | -48.0% |
| 3Y | -25.6% | +87.7% | -113.3% | -49.9% |
| 5Y | -13.2% | +28.6% | -41.9% | -29.1% |
| 10Y | +138.5% | +59.8% | +78.7% | +55.2% |
| All | +10,403.1% | +5,152.6% | +5,250.5% | +2,384.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling