+1,003.0%
BE vs BEN
+49.6%
+953.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | 0.0% | +6.7% | +6.7% |
| 7D | +9.0% | -3.1% | +12.2% | +11.7% |
| 30D | +16.3% | +0.2% | +16.1% | +16.3% |
| 3M | +10.8% | +6.8% | +4.0% | +5.8% |
| 6M | +73.2% | +38.1% | +35.1% | +37.0% |
| YTD | +217.4% | +44.3% | +173.0% | +141.6% |
| 1Y | +309.8% | +42.6% | +267.2% | +215.4% |
| 3Y | +1,726.2% | +52.3% | +1,673.8% | +1,217.1% |
| 5Y | +1,306.2% | +37.6% | +1,268.5% | +1,000.7% |
| All | +1,003.0% | +49.6% | +953.4% | +566.3% |
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 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