+3,716.0%
ALL vs BEN
+1,691.8%
+2,024.2%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.5% | -4.9% | -2.8% |
| 7D | 0.0% | +0.2% | -0.2% | -0.2% |
| 30D | -1.5% | -0.5% | -0.9% | -1.4% |
| 3M | +23.6% | +9.7% | +13.9% | +18.0% |
| 6M | +22.3% | +33.9% | -11.6% | +6.6% |
| YTD | +26.5% | +49.0% | -22.5% | +4.9% |
| 1Y | +27.0% | +42.1% | -15.1% | +7.1% |
| 3Y | +149.6% | +51.9% | +97.7% | +95.8% |
| 5Y | +118.1% | +39.0% | +79.0% | +70.9% |
| 10Y | +369.0% | +57.9% | +311.1% | +217.0% |
| All | +3,716.0% | +1,691.8% | +2,024.2% | +886.8% |
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