+4,782.3%
BEN vs DOC
+2,934.4%
+1,847.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.1% | +1.5% | +3.2% |
| 7D | +6.7% | +8.7% | -2.0% | +2.5% |
| 30D | +3.0% | +7.6% | -4.6% | -0.8% |
| 3M | -4.3% | -5.3% | +0.9% | -2.2% |
| 6M | +16.4% | +27.6% | -11.2% | +1.7% |
| YTD | +46.8% | +32.4% | +14.4% | +25.4% |
| 1Y | +57.3% | +22.9% | +34.5% | +39.1% |
| 3Y | +63.7% | +43.1% | +20.6% | +32.3% |
| 5Y | +19.8% | -21.4% | +41.1% | +28.9% |
| 10Y | +65.5% | +16.8% | +48.6% | +33.6% |
| All | +4,782.3% | +2,934.4% | +1,847.9% | +1,097.2% |
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