+1,711.0%
BEN vs DAR
+1,762.6%
-51.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +3.6% |
| 7D | +0.2% | +1.4% | -1.1% | +0.1% |
| 30D | -0.5% | +12.8% | -13.3% | -1.7% |
| 3M | +9.7% | +7.4% | +2.4% | +8.8% |
| 6M | +33.9% | +22.3% | +11.6% | +31.0% |
| YTD | +49.0% | +81.1% | -32.1% | +40.5% |
| 1Y | +42.1% | +106.5% | -64.4% | +32.1% |
| 3Y | +51.9% | +5.3% | +46.6% | +48.6% |
| 5Y | +39.0% | -11.5% | +50.6% | +37.5% |
| 10Y | +57.9% | +353.3% | -295.5% | +36.8% |
| All | +1,711.0% | +1,762.6% | -51.6% | +1,500.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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