+589.0%
A vs BEN
+616.2%
-27.3%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +6.3% | -3.2% | 0.0% |
| 7D | +4.8% | +12.2% | -7.4% | -1.1% |
| 30D | +5.6% | +12.1% | -6.4% | -0.2% |
| 3M | +23.6% | +7.3% | +16.3% | +19.0% |
| 6M | +56.4% | +17.9% | +38.5% | +42.6% |
| YTD | +33.4% | +55.4% | -22.0% | +5.4% |
| 1Y | +23.7% | +69.3% | -45.6% | -6.4% |
| 3Y | +71.0% | +82.8% | -11.8% | +20.3% |
| 5Y | +16.8% | +28.8% | -11.9% | -4.7% |
| 10Y | +323.8% | +53.9% | +269.9% | +179.3% |
| All | +589.0% | +616.2% | -27.3% | +77.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling