+10,744.8%
LEN vs BEN
+5,193.4%
+5,551.4%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -6.4% | +7.2% | -13.5% | -10.1% |
| 30D | +15.6% | +14.1% | +1.5% | +7.3% |
| 3M | -0.8% | +9.9% | -10.7% | -6.2% |
| 6M | +0.4% | +17.4% | -17.0% | -8.9% |
| YTD | -14.1% | +57.3% | -71.4% | -34.1% |
| 1Y | -29.6% | +66.9% | -96.6% | -47.7% |
| 3Y | -23.1% | +85.7% | -108.8% | -47.9% |
| 5Y | -8.9% | +31.2% | -40.1% | -26.4% |
| 10Y | +146.2% | +61.0% | +85.2% | +59.5% |
| All | +10,744.8% | +5,193.4% | +5,551.4% | +2,454.1% |
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