+193.4%
B vs BEN
+56.5%
+136.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.2% | -1.4% |
| 7D | +2.3% | +4.7% | -2.4% | +1.7% |
| 30D | +1.4% | +2.6% | -1.3% | +1.0% |
| 3M | +12.2% | +11.5% | +0.7% | +10.6% |
| 6M | -2.1% | +35.3% | -37.4% | -5.7% |
| YTD | +2.9% | +48.6% | -45.7% | -1.9% |
| 1Y | +55.3% | +46.7% | +8.6% | +48.0% |
| 3Y | +198.7% | +57.0% | +141.7% | +180.0% |
| 5Y | +153.8% | +41.8% | +111.9% | +136.8% |
| 10Y | +193.4% | +55.2% | +138.2% | +158.8% |
| All | +193.4% | +56.5% | +136.9% | +158.8% |
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