-35.2%
BROS vs BEN
+65.1%
-100.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.4% | +6.1% | +6.2% |
| 7D | +6.3% | +6.8% | -0.5% | +2.1% |
| 30D | -8.3% | +18.0% | -26.3% | -15.7% |
| 3M | -29.8% | +7.5% | -37.3% | -32.3% |
| 6M | -25.8% | +14.7% | -40.5% | -31.0% |
| YTD | -41.4% | +56.1% | -97.4% | -55.1% |
| 1Y | -35.2% | +69.6% | -104.8% | -54.8% |
| All | -35.2% | +65.1% | -100.2% | -54.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling