-8.5%
CHWY vs BEN
+51.0%
-59.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -13.6% | -3.1% | -10.5% | -12.7% |
| 30D | -8.5% | +0.2% | -8.7% | -8.6% |
| 3M | +8.9% | +6.8% | +2.1% | +6.3% |
| 6M | -20.5% | +38.1% | -58.6% | -28.9% |
| YTD | -38.2% | +44.3% | -82.5% | -45.5% |
| 1Y | -43.3% | +42.6% | -85.8% | -49.9% |
| 3Y | -8.5% | +52.3% | -60.9% | -24.7% |
| All | -8.5% | +51.0% | -59.5% | -24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling