+1,683.6%
BE vs BEN
+77.1%
+1,606.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +6.3% | +5.6% | +6.7% |
| 7D | -1.2% | +12.2% | -13.4% | -9.5% |
| 30D | -30.9% | +12.1% | -43.0% | -36.4% |
| 3M | -11.6% | +7.3% | -18.9% | -15.6% |
| 6M | -25.7% | +17.9% | -43.6% | -33.5% |
| YTD | +123.1% | +55.4% | +67.7% | +62.5% |
| 1Y | +43.4% | +69.3% | -25.9% | -1.2% |
| 3Y | +1,683.6% | +82.8% | +1,600.8% | +949.9% |
| All | +1,683.6% | +77.1% | +1,606.5% | +949.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling