+296.4%
ARM vs BEN
+56.0%
+240.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +3.5% | +0.4% | +1.4% |
| 7D | +5.5% | +0.2% | +5.2% | +5.3% |
| 30D | -8.2% | -0.5% | -7.6% | -7.9% |
| 3M | -35.9% | +9.7% | -45.7% | -40.1% |
| 6M | +103.1% | +33.9% | +69.2% | +62.4% |
| YTD | +130.6% | +49.0% | +81.6% | +68.5% |
| 1Y | +86.1% | +42.1% | +44.0% | +40.4% |
| All | +296.4% | +56.0% | +240.4% | +178.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling