+308.5%
CSCO vs BEN
+58.7%
+249.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.4% | -6.7% | -6.4% |
| 7D | +1.9% | +6.8% | -4.9% | -0.5% |
| 30D | -15.8% | +18.0% | -33.8% | -20.8% |
| 3M | -15.4% | +7.5% | -22.9% | -17.7% |
| 6M | -5.4% | +14.7% | -20.1% | -10.4% |
| YTD | +26.5% | +56.1% | -29.6% | +6.3% |
| 1Y | +25.9% | +69.6% | -43.7% | +2.5% |
| 3Y | +97.5% | +87.7% | +9.9% | +49.5% |
| 5Y | +93.0% | +28.6% | +64.4% | +65.0% |
| All | +308.5% | +58.7% | +249.8% | +198.0% |
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