+104.3%
PSX vs LEN
-40.6%
+144.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.7% |
| 7D | +1.8% | -3.4% | +5.2% | +1.6% |
| 30D | +21.6% | -5.7% | +27.3% | +21.3% |
| 3M | +46.5% | -12.2% | +58.7% | +46.1% |
| 6M | +62.0% | -18.3% | +80.3% | +64.2% |
| YTD | +106.3% | -20.2% | +126.5% | +108.8% |
| All | +104.3% | -40.6% | +144.9% | +115.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling