+61.9%
LIN vs LEN
-10.8%
+72.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | +0.1% | -0.7% |
| 7D | -2.1% | -3.2% | +1.1% | -1.4% |
| 30D | -2.4% | -4.9% | +2.5% | -1.4% |
| 3M | -5.6% | -8.5% | +2.9% | -4.0% |
| 6M | -3.4% | -20.7% | +17.3% | +1.2% |
| YTD | +13.1% | -17.4% | +30.5% | +16.9% |
| 1Y | +2.5% | -38.2% | +40.7% | +13.3% |
| 3Y | +27.6% | -24.9% | +52.5% | +27.7% |
| All | +61.9% | -10.8% | +72.7% | +49.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling