+356.1%
ALL vs BEN
+56.5%
+299.6%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.1% | -2.3% |
| 7D | -1.7% | +4.7% | -6.4% | -3.1% |
| 30D | -4.7% | +2.6% | -7.3% | -5.5% |
| 3M | +18.4% | +11.5% | +6.9% | +13.8% |
| 6M | +20.5% | +35.3% | -14.8% | +8.3% |
| YTD | +23.5% | +48.6% | -25.1% | +7.4% |
| 1Y | +29.0% | +46.7% | -17.7% | +12.3% |
| 3Y | +153.7% | +57.0% | +96.7% | +109.0% |
| 5Y | +114.8% | +41.8% | +73.0% | +78.1% |
| 10Y | +356.1% | +55.2% | +300.9% | +230.6% |
| All | +356.1% | +56.5% | +299.6% | +230.6% |
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 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