+62,786.1%
SU vs LEN
+10,174.6%
+52,611.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.5% |
| 7D | +1.6% | -3.4% | +4.9% | +2.5% |
| 30D | +10.7% | -5.7% | +16.4% | +12.4% |
| 3M | +13.5% | -12.2% | +25.7% | +16.7% |
| 6M | +21.8% | -18.3% | +40.1% | +26.7% |
| YTD | +58.8% | -20.2% | +79.0% | +65.5% |
| 1Y | +72.0% | -40.1% | +112.1% | +93.7% |
| 3Y | +121.7% | -26.2% | +147.9% | +126.5% |
| 5Y | +350.4% | -9.8% | +360.2% | +316.9% |
| 10Y | +264.7% | +109.1% | +155.5% | +142.3% |
| All | +62,786.1% | +10,174.6% | +52,611.4% | +2,401.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling