+27.3%
V vs LEN
-27.0%
+54.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.4% | +5.6% | +0.5% |
| 7D | +0.6% | +0.7% | 0.0% | +0.6% |
| 30D | +9.7% | +13.0% | -3.3% | +9.3% |
| 3M | +17.3% | +1.9% | +15.4% | +17.1% |
| 6M | +33.2% | -0.7% | +33.9% | +32.8% |
| YTD | +21.3% | -13.8% | +35.1% | +19.6% |
| 1Y | +27.3% | -28.1% | +55.4% | +28.7% |
| All | +27.3% | -27.0% | +54.4% | +28.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling