-43.3%
CHWY vs BEN
+45.3%
-88.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -13.6% | -3.1% | -10.5% | -13.0% |
| 30D | -8.5% | +0.2% | -8.7% | -8.6% |
| 3M | +8.9% | +6.8% | +2.1% | +7.2% |
| 6M | -20.5% | +38.1% | -58.6% | -26.3% |
| YTD | -38.2% | +44.3% | -82.5% | -40.5% |
| 1Y | -43.3% | +42.6% | -85.8% | -45.4% |
| All | -43.3% | +45.3% | -88.6% | -45.4% |
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