+208.8%
C vs BEN
+55.0%
+153.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -0.9% | -0.5% |
| 7D | -0.4% | +12.1% | -12.5% | -7.4% |
| 30D | -5.2% | +13.4% | -18.6% | -12.4% |
| 3M | -9.1% | +9.4% | -18.4% | -14.3% |
| 6M | -1.6% | +19.3% | -20.8% | -12.3% |
| YTD | +6.9% | +57.3% | -50.3% | -20.2% |
| 1Y | +23.0% | +69.1% | -46.1% | -12.3% |
| 3Y | +216.1% | +85.6% | +130.5% | +103.4% |
| 5Y | +112.2% | +32.9% | +79.3% | +64.4% |
| 10Y | +208.8% | +58.3% | +150.5% | +74.9% |
| All | +208.8% | +55.0% | +153.8% | +74.9% |
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