+98.7%
LEN vs UUUU
+495.2%
-396.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -6.3% | +2.8% | -2.9% |
| 7D | -7.8% | -5.0% | -2.7% | -7.3% |
| 30D | -11.0% | -7.8% | -3.2% | -10.4% |
| 3M | -12.8% | -0.4% | -12.3% | -13.2% |
| 6M | -20.2% | -32.9% | +12.7% | -17.8% |
| YTD | -23.0% | -6.3% | -16.8% | -24.7% |
| 1Y | -41.8% | +7.9% | -49.7% | -45.1% |
| 3Y | -28.8% | +85.2% | -114.0% | -40.2% |
| 5Y | -12.6% | +97.0% | -109.6% | -31.0% |
| All | +98.7% | +495.2% | -396.5% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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