+3,346.7%
LEN vs BWA
+2,583.4%
+763.4%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.9% | -3.4% | -4.4% |
| 7D | +0.7% | -2.4% | +3.1% | +1.7% |
| 30D | +13.0% | -17.7% | +30.7% | +24.0% |
| 3M | +1.9% | -27.0% | +28.9% | +18.2% |
| 6M | -0.7% | -17.3% | +16.6% | +6.7% |
| YTD | -13.8% | +12.9% | -26.7% | -23.0% |
| 1Y | -28.1% | +12.9% | -41.0% | -35.8% |
| 3Y | -22.8% | +62.1% | -84.9% | -44.4% |
| 5Y | -7.4% | +30.7% | -38.1% | -28.2% |
| 10Y | +143.7% | +89.2% | +54.5% | +40.1% |
| All | +3,346.7% | +2,583.4% | +763.4% | +583.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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