+78.0%
LEN vs FND
+54.9%
+23.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -2.9% |
| 7D | -7.8% | -5.1% | -2.7% | -5.6% |
| 30D | -11.0% | -22.5% | +11.5% | -0.6% |
| 3M | -12.8% | -5.0% | -7.8% | -11.3% |
| 6M | -20.2% | -21.5% | +1.3% | -12.5% |
| YTD | -23.0% | -23.0% | 0.0% | -15.1% |
| 1Y | -41.8% | -44.9% | +3.1% | -26.2% |
| 3Y | -28.8% | -50.0% | +21.2% | -9.3% |
| 5Y | -12.6% | -63.3% | +50.7% | +19.1% |
| All | +78.0% | +54.9% | +23.1% | +54.6% |
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