+19.3%
A vs BEN
+65.1%
-45.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.4% |
| 7D | -0.5% | +6.8% | -7.2% | -2.1% |
| 30D | 0.0% | +18.0% | -18.0% | -3.7% |
| 3M | +16.7% | +7.5% | +9.2% | +14.5% |
| 6M | +54.8% | +14.7% | +40.1% | +48.7% |
| YTD | +28.8% | +56.1% | -27.3% | +5.2% |
| 1Y | +19.3% | +69.6% | -50.3% | -6.6% |
| All | +19.3% | +65.1% | -45.8% | -6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling