+313.7%
ADP vs BEN
+70.4%
+243.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.3% | -6.8% | -2.4% |
| 7D | +1.1% | +12.2% | -11.1% | -2.8% |
| 30D | +11.5% | +12.1% | -0.6% | +7.2% |
| 3M | +12.0% | +7.3% | +4.7% | +9.1% |
| 6M | +43.8% | +17.9% | +25.9% | +35.1% |
| YTD | +20.1% | +55.4% | -35.4% | +2.3% |
| 1Y | +22.3% | +69.3% | -47.0% | +1.1% |
| 3Y | +43.3% | +82.8% | -39.6% | +11.3% |
| 5Y | +47.3% | +28.8% | +18.6% | +26.9% |
| 10Y | +313.7% | +53.9% | +259.8% | +182.4% |
| All | +313.7% | +70.4% | +243.3% | +182.4% |
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