+58.0%
BEN vs DOC
-2.1%
+60.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.8% | +5.3% | +4.3% |
| 7D | +0.2% | -1.5% | +1.7% | +0.8% |
| 30D | -0.5% | -4.8% | +4.2% | +1.5% |
| 3M | +9.7% | +6.9% | +2.8% | +6.2% |
| 6M | +33.9% | +20.7% | +13.2% | +22.0% |
| YTD | +49.0% | +34.1% | +14.8% | +29.2% |
| 1Y | +42.1% | +22.6% | +19.5% | +27.7% |
| 3Y | +51.9% | +20.8% | +31.0% | +35.5% |
| 5Y | +39.0% | -24.9% | +63.9% | +49.5% |
| All | +58.0% | -2.1% | +60.1% | +53.0% |
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