+82.2%
UBER vs LEN
+84.2%
-1.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | +0.2% |
| 7D | -3.9% | -3.2% | -0.7% | -2.5% |
| 30D | +11.1% | -4.9% | +16.0% | +13.5% |
| 3M | +4.9% | -8.5% | +13.4% | +8.5% |
| 6M | -1.2% | -20.7% | +19.5% | +8.3% |
| YTD | -7.3% | -17.4% | +10.1% | -1.4% |
| 1Y | -17.6% | -38.2% | +20.6% | -1.3% |
| 3Y | +61.1% | -24.9% | +85.9% | +66.2% |
| 5Y | +87.9% | -11.4% | +99.3% | +72.7% |
| All | +82.2% | +84.2% | -1.9% | +1.6% |
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