+10,331.5%
LEN vs BEN
+4,913.3%
+5,418.2%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.5% | -4.5% | -2.9% |
| 7D | -3.2% | +0.2% | -3.4% | -3.4% |
| 30D | -4.9% | -0.5% | -4.3% | -4.7% |
| 3M | -8.5% | +9.7% | -18.2% | -13.4% |
| 6M | -20.7% | +33.9% | -54.6% | -33.0% |
| YTD | -17.4% | +49.0% | -66.4% | -34.4% |
| 1Y | -38.2% | +42.1% | -80.4% | -49.9% |
| 3Y | -24.9% | +51.9% | -76.7% | -43.0% |
| 5Y | -11.4% | +39.0% | -50.5% | -31.2% |
| 10Y | +110.0% | +57.9% | +52.2% | +36.8% |
| All | +10,331.5% | +4,913.3% | +5,418.2% | +2,441.1% |
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