+199.6%
ARM vs BEN
+63.4%
+136.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.4% | -5.1% | -5.0% |
| 7D | +9.1% | +6.8% | +2.3% | +3.8% |
| 30D | -19.9% | +18.0% | -37.9% | -29.1% |
| 3M | -31.6% | +7.5% | -39.1% | -34.9% |
| 6M | -13.9% | +14.7% | -28.6% | -22.2% |
| YTD | +74.3% | +56.1% | +18.2% | +23.4% |
| 1Y | +35.8% | +69.6% | -33.8% | -10.1% |
| 3Y | +268.6% | +87.7% | +180.9% | +120.3% |
| All | +199.6% | +63.4% | +136.2% | +103.8% |
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 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