+71,806.5%
BBY vs BEN
+4,901.8%
+66,904.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | +8.1% | +4.7% | +3.4% | +5.8% |
| 30D | +8.9% | +2.6% | +6.3% | +7.6% |
| 3M | +22.0% | +11.5% | +10.5% | +15.5% |
| 6M | +37.8% | +35.3% | +2.5% | +18.0% |
| YTD | +37.3% | +48.6% | -11.3% | +12.2% |
| 1Y | +21.6% | +46.7% | -25.1% | -0.4% |
| 3Y | +41.5% | +57.0% | -15.5% | +10.4% |
| 5Y | +1.2% | +41.8% | -40.6% | -18.5% |
| 10Y | +237.8% | +55.2% | +182.5% | +143.0% |
| All | +71,806.5% | +4,901.8% | +66,904.7% | +10,158.4% |
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 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