+41.8%
AR vs BEN
+56.5%
-14.7%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | -1.8% | +4.7% | -6.5% | -4.3% |
| 30D | +12.6% | +2.6% | +10.0% | +10.7% |
| 3M | +10.0% | +11.5% | -1.5% | +2.5% |
| 6M | +0.6% | +35.3% | -34.7% | -17.4% |
| YTD | +13.4% | +48.6% | -35.2% | -12.8% |
| 1Y | +21.7% | +46.7% | -25.0% | -6.2% |
| 3Y | +45.8% | +57.0% | -11.2% | +1.9% |
| 5Y | +144.3% | +41.8% | +102.4% | +74.2% |
| 10Y | +41.8% | +55.2% | -13.4% | -13.6% |
| All | +41.8% | +56.5% | -14.7% | -13.6% |
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