+1,821.9%
BA vs BEN
+4,913.3%
-3,091.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.7% | -0.6% |
| 7D | +1.2% | +0.2% | +0.9% | +1.0% |
| 30D | -11.6% | -0.5% | -11.1% | -11.5% |
| 3M | -2.4% | +9.7% | -12.1% | -5.9% |
| 6M | -6.6% | +33.9% | -40.5% | -16.9% |
| YTD | -2.2% | +49.0% | -51.2% | -16.8% |
| 1Y | -8.0% | +42.1% | -50.1% | -20.6% |
| 3Y | -5.0% | +51.9% | -56.9% | -22.2% |
| 5Y | -2.7% | +39.0% | -41.8% | -18.4% |
| 10Y | +75.9% | +57.9% | +18.0% | +37.8% |
| All | +1,821.9% | +4,913.3% | -3,091.4% | +443.3% |
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 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