+109.1%
LEN vs BUD
-24.2%
+133.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +1.5% |
| 7D | -3.4% | -1.3% | -2.1% | -2.8% |
| 30D | -5.7% | -6.1% | +0.5% | -2.8% |
| 3M | -12.2% | -3.8% | -8.5% | -10.7% |
| 6M | -18.3% | +8.2% | -26.4% | -21.6% |
| YTD | -20.2% | +23.6% | -43.8% | -28.1% |
| 1Y | -40.1% | +33.4% | -73.5% | -47.9% |
| 3Y | -26.2% | +45.3% | -71.5% | -39.8% |
| 5Y | -9.8% | +44.3% | -54.1% | -27.7% |
| 10Y | +109.1% | -22.8% | +131.9% | +66.9% |
| All | +109.1% | -24.2% | +133.3% | +66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling