+140.4%
CI vs BEN
+56.5%
+83.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | -2.0% | +4.7% | -6.7% | -3.4% |
| 30D | -1.8% | +2.6% | -4.4% | -2.7% |
| 3M | -4.2% | +11.5% | -15.7% | -7.7% |
| 6M | +2.7% | +35.3% | -32.6% | -7.2% |
| YTD | +1.9% | +48.6% | -46.7% | -10.8% |
| 1Y | -6.3% | +46.7% | -52.9% | -17.7% |
| 3Y | +3.9% | +57.0% | -53.2% | -13.5% |
| 5Y | +41.9% | +41.8% | +0.1% | +17.7% |
| 10Y | +140.4% | +55.2% | +85.2% | +64.2% |
| All | +140.4% | +56.5% | +83.9% | +64.2% |
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