-1.7%
B vs BEN
+11.0%
-12.7%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.7% | -4.2% | -2.5% |
| 7D | +9.6% | +6.6% | +3.0% | +4.6% |
| 30D | +3.5% | +3.8% | -0.3% | +0.4% |
| 3M | -1.6% | +0.2% | -1.8% | -2.2% |
| 6M | -1.7% | +10.4% | -12.1% | -12.4% |
| All | -1.7% | +11.0% | -12.7% | -12.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling