+103.0%
LEN vs INDA
+84.7%
+18.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.2% | +1.5% |
| 7D | -4.8% | -2.7% | -2.1% | -2.9% |
| 30D | -6.6% | -2.8% | -3.8% | -4.7% |
| 3M | -15.7% | +1.6% | -17.3% | -16.5% |
| 6M | -16.6% | -1.4% | -15.2% | -15.6% |
| YTD | -21.3% | -10.1% | -11.2% | -15.3% |
| 1Y | -42.0% | -8.8% | -33.3% | -38.4% |
| 3Y | -27.9% | +7.6% | -35.5% | -32.4% |
| 5Y | -10.7% | +5.8% | -16.5% | -15.3% |
| All | +103.0% | +84.7% | +18.3% | +28.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling