+148.9%
LEN vs SUI
+115.7%
+33.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.7% | -2.2% |
| 7D | +2.1% | +6.2% | -4.1% | -1.5% |
| 30D | +16.6% | +8.6% | +8.0% | +10.9% |
| 3M | +5.3% | +1.0% | +4.3% | +4.7% |
| 6M | -0.8% | -2.6% | +1.8% | +0.4% |
| YTD | -11.7% | -0.1% | -11.6% | -12.3% |
| 1Y | -24.6% | +0.5% | -25.1% | -25.3% |
| 3Y | -18.7% | +15.3% | -33.9% | -28.1% |
| 5Y | -4.4% | -26.1% | +21.7% | +12.0% |
| All | +148.9% | +115.7% | +33.2% | +89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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