+72.4%
UBER vs LEN
+75.4%
-3.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -2.2% |
| 7D | -5.4% | -4.8% | -0.6% | -3.4% |
| 30D | -4.9% | -6.6% | +1.7% | -2.1% |
| 3M | +3.0% | -15.7% | +18.7% | +10.4% |
| 6M | -4.4% | -16.6% | +12.2% | +2.4% |
| YTD | -12.3% | -21.3% | +9.1% | -4.8% |
| 1Y | -24.3% | -42.0% | +17.7% | -6.7% |
| 3Y | +46.4% | -27.9% | +74.4% | +53.8% |
| 5Y | +79.7% | -10.7% | +90.4% | +64.2% |
| All | +72.4% | +75.4% | -3.0% | -1.9% |
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