+208.6%
B vs BEN
+55.0%
+153.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +1.2% | -7.3% | -6.3% |
| 7D | +7.1% | +12.1% | -5.0% | +5.5% |
| 30D | -3.3% | +13.4% | -16.7% | -4.9% |
| 3M | -2.5% | +9.4% | -11.9% | -3.7% |
| 6M | -7.2% | +19.3% | -26.5% | -9.2% |
| YTD | -7.4% | +57.3% | -64.6% | -12.2% |
| 1Y | +16.4% | +69.1% | -52.7% | +9.5% |
| 3Y | +178.7% | +85.6% | +93.1% | +157.8% |
| 5Y | +121.7% | +32.9% | +88.8% | +107.1% |
| 10Y | +208.6% | +58.3% | +150.3% | +170.2% |
| All | +208.6% | +55.0% | +153.6% | +170.2% |
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 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