+143.7%
LEN vs GEN
+151.0%
-7.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.7% | -6.1% | -5.6% |
| 7D | +0.7% | +1.0% | -0.3% | +0.5% |
| 30D | +13.0% | +29.1% | -16.1% | +5.9% |
| 3M | +1.9% | +2.9% | -1.0% | +0.4% |
| 6M | -0.7% | +33.6% | -34.3% | -8.8% |
| YTD | -13.8% | +12.0% | -25.9% | -17.7% |
| 1Y | -28.1% | +16.2% | -44.3% | -31.9% |
| 3Y | -22.8% | +65.1% | -87.9% | -33.6% |
| 5Y | -7.4% | +33.3% | -40.7% | -17.6% |
| 10Y | +143.7% | +149.7% | -6.0% | +79.1% |
| All | +143.7% | +151.0% | -7.3% | +79.1% |
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