+105.5%
B vs BEN
+28.2%
+77.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.8% |
| 7D | -7.3% | +6.8% | -14.1% | -8.8% |
| 30D | -3.3% | +18.0% | -21.3% | -7.1% |
| 3M | -7.8% | +7.5% | -15.2% | -9.4% |
| 6M | -15.5% | +14.7% | -30.3% | -18.3% |
| YTD | -12.3% | +56.1% | -68.3% | -20.5% |
| 1Y | +5.4% | +69.6% | -64.2% | -6.2% |
| 3Y | +165.5% | +87.7% | +77.9% | +127.6% |
| All | +105.5% | +28.2% | +77.3% | +72.3% |
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