+790.0%
NOW vs LEN
+99.2%
+690.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.8% | -1.2% | -3.8% |
| 7D | -6.1% | -2.9% | -3.2% | -5.2% |
| 30D | +7.5% | -8.9% | +16.3% | +10.4% |
| 3M | +17.5% | -10.9% | +28.4% | +20.9% |
| 6M | +7.9% | -19.7% | +27.6% | +14.0% |
| YTD | -12.4% | -20.6% | +8.2% | -8.1% |
| 1Y | -28.6% | -42.4% | +13.9% | -17.4% |
| 3Y | +11.8% | -26.5% | +38.4% | +14.0% |
| 5Y | +2.6% | -10.9% | +13.6% | -4.2% |
| 10Y | +790.0% | +100.6% | +689.4% | +549.0% |
| All | +790.0% | +99.2% | +690.8% | +549.0% |
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