+361.0%
LIN vs LEN
+109.8%
+251.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | +0.1% | -0.7% |
| 7D | -2.1% | -3.2% | +1.1% | -1.3% |
| 30D | -2.4% | -4.9% | +2.5% | -1.3% |
| 3M | -5.6% | -8.5% | +2.9% | -3.9% |
| 6M | -3.4% | -20.7% | +17.3% | +1.5% |
| YTD | +13.1% | -17.4% | +30.5% | +17.2% |
| 1Y | +2.5% | -38.2% | +40.7% | +13.9% |
| 3Y | +27.6% | -24.9% | +52.5% | +30.4% |
| 5Y | +63.0% | -11.4% | +74.5% | +55.0% |
| All | +361.0% | +109.8% | +251.2% | +226.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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