+19,622.0%
WELL vs LEN
+10,954.7%
+8,667.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +0.1% | -6.4% | +6.4% | +1.5% |
| 30D | +7.8% | +15.6% | -7.9% | +4.0% |
| 3M | +10.2% | -0.8% | +11.0% | +9.8% |
| 6M | +16.4% | +0.4% | +16.0% | +15.0% |
| YTD | +35.2% | -14.1% | +49.3% | +37.5% |
| 1Y | +30.5% | -29.6% | +60.1% | +38.5% |
| 3Y | +206.1% | -23.1% | +229.2% | +210.3% |
| 5Y | +228.3% | -8.9% | +237.1% | +213.3% |
| 10Y | +468.3% | +146.2% | +322.1% | +320.4% |
| All | +19,622.0% | +10,954.7% | +8,667.3% | +8,337.6% |
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