-40.1%
LEN vs GEN
+0.6%
-40.7%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | -3.4% | -2.9% | -0.5% | -2.8% |
| 30D | -5.7% | +2.1% | -7.7% | -6.0% |
| 3M | -12.2% | +19.7% | -31.9% | -15.2% |
| 6M | -18.3% | +33.3% | -51.5% | -22.1% |
| YTD | -20.2% | +11.1% | -31.3% | -14.9% |
| 1Y | -40.1% | +3.0% | -43.1% | -31.6% |
| All | -40.1% | +0.6% | -40.7% | -31.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling