+672.3%
AU vs BEN
+56.6%
+615.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -4.3% | -3.1% | -1.2% | -3.8% |
| 30D | +7.3% | +0.2% | +7.1% | +7.3% |
| 3M | +26.3% | +6.8% | +19.5% | +25.1% |
| 6M | +1.8% | +38.1% | -36.3% | -2.5% |
| YTD | +26.8% | +44.3% | -17.5% | +20.5% |
| 1Y | +66.7% | +42.6% | +24.1% | +58.6% |
| 3Y | +579.1% | +52.3% | +526.8% | +533.7% |
| 5Y | +689.3% | +37.6% | +651.7% | +632.4% |
| All | +672.3% | +56.6% | +615.6% | +527.8% |
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