+185.4%
ARM vs BEN
+64.7%
+120.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.2% | -3.8% | -3.5% |
| 7D | -10.4% | +12.1% | -22.5% | -17.7% |
| 30D | -31.8% | +13.4% | -45.2% | -37.8% |
| 3M | -32.2% | +9.4% | -41.6% | -36.3% |
| 6M | -14.9% | +19.3% | -34.2% | -25.3% |
| YTD | +66.0% | +57.3% | +8.8% | +16.9% |
| 1Y | +17.2% | +69.1% | -51.9% | -22.2% |
| 3Y | +247.2% | +85.6% | +161.6% | +110.0% |
| All | +185.4% | +64.7% | +120.7% | +93.1% |
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