+554.3%
AMZN vs BEN
+58.8%
+495.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.2% | -1.3% |
| 7D | -1.0% | +3.4% | -4.4% | -2.1% |
| 30D | -9.2% | +1.8% | -11.0% | -9.8% |
| 3M | +3.4% | +8.4% | -5.0% | +0.5% |
| 6M | +18.2% | +35.6% | -17.4% | +6.3% |
| YTD | +9.3% | +46.4% | -37.0% | -4.3% |
| 1Y | +5.9% | +46.3% | -40.4% | -7.4% |
| 3Y | +82.6% | +54.6% | +28.0% | +52.5% |
| 5Y | +44.9% | +39.4% | +5.5% | +23.3% |
| All | +554.3% | +58.8% | +495.5% | +433.0% |
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