+18,665.9%
WELL vs LEN
+10,533.4%
+8,132.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.0% | -1.8% |
| 7D | -0.8% | -3.2% | +2.4% | -0.1% |
| 30D | -0.1% | -4.9% | +4.8% | +0.9% |
| 3M | +18.0% | -8.5% | +26.5% | +19.8% |
| 6M | +15.0% | -20.7% | +35.7% | +20.1% |
| YTD | +28.6% | -17.4% | +46.0% | +32.6% |
| 1Y | +42.9% | -38.2% | +81.2% | +56.9% |
| 3Y | +203.0% | -24.9% | +227.9% | +210.2% |
| 5Y | +206.9% | -11.4% | +218.3% | +196.0% |
| 10Y | +339.5% | +110.0% | +229.4% | +237.8% |
| All | +18,665.9% | +10,533.4% | +8,132.5% | +8,042.5% |
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