+7,463.6%
CI vs BEN
+4,913.3%
+2,550.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.5% | -4.8% | -2.5% |
| 7D | +1.3% | +0.2% | +1.1% | +1.1% |
| 30D | +4.4% | -0.5% | +5.0% | +4.5% |
| 3M | +0.7% | +9.7% | -9.1% | -3.0% |
| 6M | +0.3% | +33.9% | -33.6% | -10.1% |
| YTD | +3.8% | +49.0% | -45.2% | -10.7% |
| 1Y | -5.5% | +42.1% | -47.6% | -17.5% |
| 3Y | +8.1% | +51.9% | -43.8% | -11.0% |
| 5Y | +42.8% | +39.0% | +3.8% | +16.5% |
| 10Y | +143.9% | +57.9% | +86.0% | +78.7% |
| All | +7,463.6% | +4,913.3% | +2,550.2% | +1,872.1% |
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