+3,646.0%
ALL vs BEN
+1,658.0%
+1,988.0%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.7% | -9.2% | -6.4% |
| 7D | -1.9% | +6.6% | -8.6% | -4.7% |
| 30D | +13.8% | +3.8% | +9.9% | +11.6% |
| 3M | -7.0% | +0.2% | -7.2% | -7.5% |
| 6M | +18.0% | +10.4% | +7.6% | +11.7% |
| YTD | +24.2% | +46.2% | -22.0% | +3.5% |
| 1Y | +31.2% | +52.3% | -21.1% | +7.1% |
| 3Y | +107.5% | +65.9% | +41.6% | +56.3% |
| 5Y | +144.8% | +20.6% | +124.2% | +105.0% |
| 10Y | +375.8% | +64.8% | +311.0% | +214.8% |
| All | +3,646.0% | +1,658.0% | +1,988.0% | +872.8% |
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