+19,429.0%
WELL vs LEN
+10,602.5%
+8,826.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | -0.3% |
| 7D | +0.1% | -8.7% | +8.9% | +2.2% |
| 30D | +6.8% | +11.6% | -4.8% | +3.9% |
| 3M | +6.7% | -1.3% | +8.0% | +6.4% |
| 6M | +13.8% | -1.4% | +15.3% | +12.9% |
| YTD | +33.8% | -16.9% | +50.7% | +37.1% |
| 1Y | +29.6% | -31.2% | +60.8% | +38.3% |
| 3Y | +203.1% | -25.6% | +228.7% | +209.5% |
| 5Y | +223.8% | -13.3% | +237.1% | +212.5% |
| 10Y | +462.8% | +138.4% | +324.4% | +319.3% |
| All | +19,429.0% | +10,602.5% | +8,826.5% | +8,315.8% |
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