+286.5%
C vs BEN
+56.5%
+230.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | +3.2% | +4.7% | -1.5% | +0.3% |
| 30D | +1.3% | +2.6% | -1.3% | -0.4% |
| 3M | +3.1% | +11.5% | -8.4% | -3.8% |
| 6M | +29.6% | +35.3% | -5.7% | +6.7% |
| YTD | +19.0% | +48.6% | -29.7% | -7.5% |
| 1Y | +45.6% | +46.7% | -1.0% | +13.7% |
| 3Y | +269.3% | +57.0% | +212.3% | +166.1% |
| 5Y | +131.6% | +41.8% | +89.7% | +69.5% |
| 10Y | +286.5% | +55.2% | +231.3% | +136.5% |
| All | +286.5% | +56.5% | +230.0% | +136.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling