+11,404.3%
LEN vs GEN
+8,591.0%
+2,813.3%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | +0.6% | -0.3% | +0.9% | +0.7% |
| 30D | +19.4% | +28.2% | -8.8% | +13.4% |
| 3M | +4.5% | +2.6% | +1.9% | +3.4% |
| 6M | +4.9% | +32.7% | -27.8% | -1.9% |
| YTD | -8.9% | +11.3% | -20.2% | -12.3% |
| 1Y | -23.0% | +17.9% | -40.9% | -26.6% |
| 3Y | -16.7% | +66.3% | -83.0% | -26.5% |
| 5Y | -4.5% | +31.7% | -36.1% | -12.8% |
| 10Y | +162.2% | +150.0% | +12.1% | +100.9% |
| All | +11,404.3% | +8,591.0% | +2,813.3% | +4,354.5% |
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