+65.9%
LIN vs LEN
-8.8%
+74.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.4% | +5.7% | +1.4% |
| 7D | +2.0% | +0.7% | +1.3% | +1.8% |
| 30D | +7.9% | +13.0% | -5.1% | +4.8% |
| 3M | +6.3% | +1.9% | +4.4% | +5.4% |
| 6M | +6.5% | -0.7% | +7.2% | +5.7% |
| YTD | +23.6% | -13.8% | +37.4% | +25.9% |
| 1Y | +25.7% | -28.1% | +53.8% | +33.6% |
| 3Y | +35.6% | -22.8% | +58.4% | +34.7% |
| 5Y | +65.9% | -7.4% | +73.2% | +48.5% |
| All | +65.9% | -8.8% | +74.7% | +48.5% |
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