+150.3%
CI vs BEN
+55.0%
+95.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.2% | +1.4% | +2.2% |
| 7D | +2.6% | +12.1% | -9.5% | -1.0% |
| 30D | +7.3% | +13.4% | -6.1% | +3.2% |
| 3M | +9.5% | +9.4% | +0.1% | +6.3% |
| 6M | +6.4% | +19.3% | -12.8% | +0.2% |
| YTD | +12.0% | +57.3% | -45.3% | -3.8% |
| 1Y | +20.1% | +69.1% | -49.0% | +0.8% |
| 3Y | +9.6% | +85.6% | -76.0% | -13.7% |
| 5Y | +52.7% | +32.9% | +19.8% | +31.7% |
| 10Y | +150.3% | +58.3% | +91.9% | +73.2% |
| All | +150.3% | +55.0% | +95.3% | +73.2% |
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