+19.3%
A vs BEN
+68.9%
-49.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.6% | -0.5% |
| 7D | -0.1% | +7.2% | -7.3% | -1.9% |
| 30D | +3.3% | +14.1% | -10.8% | -0.1% |
| 3M | +18.5% | +9.9% | +8.6% | +15.6% |
| 6M | +59.3% | +17.4% | +41.9% | +51.4% |
| YTD | +31.0% | +57.3% | -26.3% | +5.8% |
| 1Y | +19.3% | +66.9% | -47.6% | -7.2% |
| All | +19.3% | +68.9% | -49.5% | -7.2% |
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