+157.6%
B vs BEN
+39.3%
+118.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.5% | -5.7% | -2.9% |
| 7D | -1.6% | +0.2% | -1.8% | -1.7% |
| 30D | +9.4% | -0.5% | +10.0% | +9.5% |
| 3M | +5.0% | +9.7% | -4.7% | +3.0% |
| 6M | -3.5% | +33.9% | -37.4% | -8.9% |
| YTD | +4.5% | +49.0% | -44.5% | -3.4% |
| 1Y | +67.8% | +42.1% | +25.7% | +56.2% |
| 3Y | +196.7% | +51.9% | +144.8% | +169.3% |
| All | +157.6% | +39.3% | +118.3% | +122.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling