+7,943.2%
BHP vs BEN
+4,913.3%
+3,029.8%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.9% | -1.9% |
| 7D | -2.9% | +0.2% | -3.1% | -3.1% |
| 30D | +3.4% | -0.5% | +3.9% | +3.5% |
| 3M | +4.1% | +9.7% | -5.7% | -0.2% |
| 6M | +20.6% | +33.9% | -13.3% | +5.8% |
| YTD | +56.1% | +49.0% | +7.1% | +30.3% |
| 1Y | +69.6% | +42.1% | +27.5% | +44.2% |
| 3Y | +78.8% | +51.9% | +26.9% | +42.9% |
| 5Y | +113.1% | +39.0% | +74.0% | +71.3% |
| 10Y | +505.9% | +57.9% | +448.0% | +334.0% |
| All | +7,943.2% | +4,913.3% | +3,029.8% | +3,089.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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