+1,218.8%
URI vs LEN
+166.0%
+1,052.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +3.2% | +3.7% | +5.3% |
| 7D | -4.0% | +0.6% | -4.6% | -4.7% |
| 30D | +6.8% | +19.4% | -12.6% | -3.2% |
| 3M | -2.8% | +4.5% | -7.3% | -6.4% |
| 6M | +20.9% | +4.9% | +15.9% | +15.2% |
| YTD | +40.2% | -8.9% | +49.2% | +42.8% |
| 1Y | +34.1% | -23.0% | +57.1% | +48.2% |
| 3Y | +164.1% | -16.7% | +180.9% | +169.9% |
| 5Y | +199.3% | -4.5% | +203.8% | +176.3% |
| 10Y | +1,218.8% | +162.2% | +1,056.7% | +604.9% |
| All | +1,218.8% | +166.0% | +1,052.8% | +604.9% |
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