+8,015.2%
CI vs BEN
+5,193.4%
+2,821.7%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.3% | +7.2% | -8.5% | -3.8% |
| 30D | +6.4% | +14.1% | -7.7% | +1.4% |
| 3M | +10.7% | +9.9% | +0.8% | +6.7% |
| 6M | +5.5% | +17.4% | -11.9% | -1.0% |
| YTD | +11.4% | +57.3% | -45.9% | -6.2% |
| 1Y | +15.0% | +66.9% | -51.9% | -5.2% |
| 3Y | +9.0% | +85.7% | -76.7% | -16.5% |
| 5Y | +52.0% | +31.2% | +20.7% | +27.2% |
| 10Y | +150.9% | +61.0% | +89.9% | +82.7% |
| All | +8,015.2% | +5,193.4% | +2,821.7% | +1,970.5% |
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