+737.9%
BE vs BEN
+63.0%
+674.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | 0.0% | +12.9% | +12.9% |
| 7D | +4.5% | +7.2% | -2.6% | -0.2% |
| 30D | -20.1% | +14.1% | -34.3% | -27.3% |
| 3M | -0.8% | +9.9% | -10.7% | -6.8% |
| 6M | -26.2% | +17.4% | -43.6% | -33.7% |
| YTD | +141.1% | +57.3% | +83.8% | +73.2% |
| 1Y | +64.8% | +66.9% | -2.1% | +14.0% |
| 3Y | +1,887.4% | +85.7% | +1,801.7% | +1,140.4% |
| 5Y | +518.1% | +31.2% | +486.9% | +397.3% |
| All | +737.9% | +63.0% | +674.9% | +377.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling