+132.4%
LEN vs GEN
+152.9%
-20.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.6% |
| 7D | -5.8% | +2.0% | -7.8% | -6.3% |
| 30D | +13.7% | +27.7% | -14.0% | +6.8% |
| 3M | -3.9% | +3.3% | -7.1% | -5.3% |
| 6M | -0.4% | +31.8% | -32.2% | -8.1% |
| YTD | -16.8% | +13.5% | -30.3% | -20.8% |
| 1Y | -29.5% | +16.0% | -45.5% | -33.3% |
| 3Y | -25.6% | +70.6% | -96.2% | -36.5% |
| 5Y | -13.2% | +32.1% | -45.4% | -22.7% |
| All | +132.4% | +152.9% | -20.5% | +67.8% |
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