+922.7%
BEN vs DGX
+8,794.8%
-7,872.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | +3.4% | -2.2% | +5.6% | +4.2% |
| 30D | +1.8% | -0.9% | +2.7% | +2.1% |
| 3M | +8.4% | +15.6% | -7.2% | +2.6% |
| 6M | +35.6% | +17.8% | +17.8% | +27.3% |
| YTD | +46.4% | +37.5% | +8.9% | +29.7% |
| 1Y | +46.3% | +31.2% | +15.2% | +31.5% |
| 3Y | +54.6% | +96.6% | -42.0% | +18.8% |
| 5Y | +39.4% | +64.9% | -25.5% | +13.3% |
| 10Y | +57.6% | +254.6% | -197.0% | -4.7% |
| All | +922.7% | +8,794.8% | -7,872.0% | +154.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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