+67.6%
UBER vs LEN
+85.4%
-17.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +1.6% | -5.8% | +7.4% | +4.2% |
| 30D | +0.6% | +13.7% | -13.1% | -5.3% |
| 3M | -8.2% | -3.9% | -4.3% | -7.5% |
| 6M | -6.7% | -0.4% | -6.3% | -8.2% |
| YTD | -14.7% | -16.8% | +2.1% | -10.5% |
| 1Y | -24.1% | -29.5% | +5.4% | -14.7% |
| 3Y | +33.4% | -25.6% | +59.0% | +37.3% |
| 5Y | +54.5% | -13.2% | +67.7% | +42.0% |
| All | +67.6% | +85.4% | -17.8% | -7.8% |
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