+228.9%
ARM vs BEN
+63.5%
+165.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.7% | 0.0% | +1.2% |
| 7D | -15.2% | +6.6% | -21.8% | -19.1% |
| 30D | -40.7% | +3.8% | -44.5% | -42.1% |
| 3M | -39.1% | +0.2% | -39.3% | -38.9% |
| 6M | -26.4% | +10.4% | -36.9% | -31.3% |
| YTD | +59.7% | +46.2% | +13.6% | +19.5% |
| 1Y | +10.3% | +52.3% | -41.9% | -20.2% |
| 3Y | +228.9% | +65.9% | +162.9% | +131.2% |
| All | +228.9% | +63.5% | +165.3% | +131.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling