+103.0%
LEN vs GEN
+159.8%
-56.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.2% | +1.9% |
| 7D | -4.8% | -1.3% | -3.5% | -4.4% |
| 30D | -6.6% | +6.1% | -12.7% | -8.0% |
| 3M | -15.7% | +27.0% | -42.6% | -20.8% |
| 6M | -16.6% | +43.9% | -60.5% | -24.7% |
| YTD | -21.3% | +13.0% | -34.3% | -24.5% |
| 1Y | -42.0% | +4.0% | -46.1% | -43.2% |
| 3Y | -27.9% | +66.2% | -94.1% | -37.7% |
| 5Y | -10.7% | +23.2% | -33.9% | -18.7% |
| All | +103.0% | +159.8% | -56.8% | +51.1% |
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