+54.5%
BEN vs DOC
+14.9%
+39.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.2% | -4.7% | -4.8% |
| 7D | -0.4% | +6.2% | -6.6% | -2.9% |
| 30D | -0.7% | +6.5% | -7.2% | -3.4% |
| 3M | -6.8% | -6.2% | -0.6% | -4.5% |
| 6M | +7.9% | +25.6% | -17.7% | -3.5% |
| YTD | +39.6% | +32.1% | +7.5% | +21.6% |
| 1Y | +48.5% | +20.3% | +28.2% | +34.6% |
| 3Y | +55.7% | +42.7% | +13.0% | +29.0% |
| 5Y | +15.1% | -22.2% | +37.3% | +22.1% |
| All | +54.5% | +14.9% | +39.6% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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