+30.5%
ALL vs BEN
+72.3%
-41.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.2% | +1.7% | +2.9% |
| 7D | -0.1% | +12.1% | -12.3% | -0.2% |
| 30D | +13.8% | +13.4% | +0.4% | +13.8% |
| 3M | -2.8% | +9.4% | -12.1% | -2.7% |
| 6M | +23.7% | +19.3% | +4.4% | +22.5% |
| YTD | +27.3% | +57.3% | -30.0% | +18.7% |
| 1Y | +30.5% | +69.1% | -38.6% | +20.5% |
| All | +30.5% | +72.3% | -41.8% | +20.5% |
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