-38.2%
LEN vs INDA
-5.0%
-33.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -3.2% | +0.7% | -3.9% | -3.7% |
| 30D | -4.9% | -0.8% | -4.1% | -4.3% |
| 3M | -8.5% | +3.9% | -12.4% | -10.7% |
| 6M | -20.7% | -0.7% | -19.9% | -22.7% |
| YTD | -17.4% | -7.7% | -9.8% | -20.8% |
| 1Y | -38.2% | -5.1% | -33.2% | -40.6% |
| All | -38.2% | -5.0% | -33.3% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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