+1,163.5%
C vs BEN
+4,913.3%
-3,749.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.8% | -2.7% |
| 7D | +3.6% | +0.2% | +3.4% | +3.3% |
| 30D | +0.1% | -0.5% | +0.6% | +0.3% |
| 3M | +2.4% | +9.7% | -7.3% | -4.2% |
| 6M | +24.9% | +33.9% | -9.0% | +1.4% |
| YTD | +19.8% | +49.0% | -29.2% | -9.6% |
| 1Y | +44.9% | +42.1% | +2.7% | +12.4% |
| 3Y | +263.0% | +51.9% | +211.1% | +157.3% |
| 5Y | +129.5% | +39.0% | +90.5% | +63.8% |
| 10Y | +291.6% | +57.9% | +233.7% | +139.1% |
| All | +1,163.5% | +4,913.3% | -3,749.8% | +101.1% |
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 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