+92.3%
LEN vs FND
+57.9%
+34.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +1.0% |
| 7D | -5.8% | -6.8% | +1.0% | -2.7% |
| 30D | +13.7% | +8.0% | +5.7% | +9.9% |
| 3M | -3.9% | -18.9% | +15.1% | +5.2% |
| 6M | -0.4% | +4.7% | -5.1% | -3.2% |
| YTD | -16.8% | -21.6% | +4.7% | -9.1% |
| 1Y | -29.5% | -22.0% | -7.5% | -22.7% |
| 3Y | -25.6% | -40.4% | +14.9% | -11.8% |
| 5Y | -13.2% | -63.8% | +50.6% | +19.2% |
| All | +92.3% | +57.9% | +34.4% | +65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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