+238.4%
A vs BEN
+56.7%
+181.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.6% |
| 7D | -4.6% | +0.3% | -4.9% | -4.7% |
| 30D | -4.3% | +0.9% | -5.2% | -4.6% |
| 3M | +8.9% | +9.2% | -0.2% | +5.0% |
| 6M | +24.5% | +36.8% | -12.3% | +9.7% |
| YTD | +5.8% | +44.4% | -38.6% | -8.9% |
| 1Y | +16.2% | +45.8% | -29.6% | -0.6% |
| 3Y | +28.5% | +52.5% | -24.1% | +5.7% |
| 5Y | -16.3% | +37.7% | -54.0% | -30.3% |
| All | +238.4% | +56.7% | +181.7% | +152.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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