+10,331.5%
LEN vs GEN
+8,838.8%
+1,492.7%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.1% | -0.6% |
| 7D | -3.2% | -1.2% | -2.0% | -3.0% |
| 30D | -4.9% | +10.1% | -15.0% | -6.8% |
| 3M | -8.5% | +16.1% | -24.6% | -11.5% |
| 6M | -20.7% | +38.9% | -59.5% | -26.4% |
| YTD | -17.4% | +14.4% | -31.8% | -20.5% |
| 1Y | -38.2% | +5.9% | -44.1% | -39.5% |
| 3Y | -24.9% | +58.8% | -83.7% | -32.8% |
| 5Y | -11.4% | +24.7% | -36.1% | -17.9% |
| 10Y | +110.0% | +163.1% | -53.0% | +60.0% |
| All | +10,331.5% | +8,838.8% | +1,492.7% | +3,937.4% |
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