+22.7%
C vs BEN
+70.3%
-47.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.3% | -3.9% | -1.2% |
| 7D | -0.9% | +12.2% | -13.1% | -7.5% |
| 30D | -5.4% | +12.1% | -17.5% | -11.6% |
| 3M | -9.2% | +7.3% | -16.5% | -13.1% |
| 6M | -1.8% | +17.9% | -19.7% | -11.5% |
| YTD | +6.7% | +55.4% | -48.8% | -20.1% |
| All | +22.7% | +70.3% | -47.7% | -13.1% |
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