+4,855.7%
BEN vs DOC
+2,974.4%
+1,881.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.8% | +5.3% | +4.4% |
| 7D | +0.2% | -1.5% | +1.7% | +0.9% |
| 30D | -0.5% | -4.8% | +4.2% | +1.7% |
| 3M | +9.7% | +6.9% | +2.8% | +5.8% |
| 6M | +33.9% | +20.7% | +13.2% | +20.4% |
| YTD | +49.0% | +34.1% | +14.8% | +26.8% |
| 1Y | +42.1% | +22.6% | +19.5% | +25.7% |
| 3Y | +51.9% | +20.8% | +31.0% | +33.4% |
| 5Y | +39.0% | -24.9% | +63.9% | +53.2% |
| 10Y | +57.9% | -1.8% | +59.7% | +39.2% |
| All | +4,855.7% | +2,974.4% | +1,881.3% | +1,110.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling