+10,744.8%
LEN vs GEN
+8,835.9%
+1,908.9%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.5% | -0.8% |
| 7D | -6.4% | -0.8% | -5.5% | -6.2% |
| 30D | +15.6% | +31.2% | -15.6% | +9.3% |
| 3M | -0.8% | +6.1% | -6.8% | -2.5% |
| 6M | +0.4% | +38.1% | -37.8% | -6.9% |
| YTD | -14.1% | +14.4% | -28.5% | -17.8% |
| 1Y | -29.6% | +15.1% | -44.8% | -32.7% |
| 3Y | -23.1% | +68.5% | -91.7% | -32.4% |
| 5Y | -8.9% | +35.8% | -44.7% | -17.4% |
| 10Y | +146.2% | +155.4% | -9.2% | +87.8% |
| All | +10,744.8% | +8,835.9% | +1,908.9% | +4,074.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling