+719.1%
B vs BEN
+4,818.7%
-4,099.6%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.7% | -4.2% | +0.1% |
| 7D | +9.6% | +6.6% | +3.0% | +8.9% |
| 30D | +3.5% | +3.8% | -0.3% | +3.1% |
| 3M | -1.6% | +0.2% | -1.8% | -1.6% |
| 6M | -1.7% | +10.4% | -12.1% | -2.6% |
| YTD | -5.3% | +46.2% | -51.5% | -8.7% |
| 1Y | +27.2% | +52.3% | -25.0% | +22.2% |
| 3Y | +166.1% | +65.9% | +100.2% | +151.9% |
| 5Y | +136.5% | +20.6% | +115.9% | +128.4% |
| 10Y | +172.2% | +64.8% | +107.4% | +149.6% |
| All | +719.1% | +4,818.7% | -4,099.6% | +859.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling