+132.3%
LEN vs GEN
+147.0%
-14.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.1% | -0.1% | -2.4% |
| 7D | -8.7% | -3.0% | -5.8% | -8.0% |
| 30D | +11.6% | +24.7% | -13.1% | +5.5% |
| 3M | -1.3% | +4.1% | -5.4% | -3.0% |
| 6M | -1.4% | +36.0% | -37.5% | -9.9% |
| YTD | -16.9% | +10.9% | -27.7% | -20.4% |
| 1Y | -31.2% | +12.2% | -43.3% | -34.3% |
| 3Y | -25.6% | +63.3% | -88.9% | -35.8% |
| 5Y | -13.3% | +29.0% | -42.3% | -22.3% |
| All | +132.3% | +147.0% | -14.7% | +68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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