+360.5%
BE vs BEN
+42.6%
+318.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +3.5% | +3.8% | +4.2% |
| 7D | +20.0% | +0.2% | +19.7% | +19.7% |
| 30D | +7.9% | -0.5% | +8.5% | +8.5% |
| 3M | -13.2% | +9.7% | -22.9% | -19.1% |
| 6M | +53.5% | +33.9% | +19.6% | +21.7% |
| YTD | +191.0% | +49.0% | +142.0% | +113.4% |
| 1Y | +360.5% | +42.1% | +318.4% | +255.0% |
| All | +360.5% | +42.6% | +318.0% | +255.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling