+2,271.9%
D vs BEN
+4,913.3%
-2,641.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.5% | -3.9% | -1.1% |
| 7D | +1.5% | +0.2% | +1.2% | +1.4% |
| 30D | -2.6% | -0.5% | -2.0% | -2.5% |
| 3M | 0.0% | +9.7% | -9.7% | -1.9% |
| 6M | +7.4% | +33.9% | -26.5% | +1.2% |
| YTD | +15.9% | +49.0% | -33.1% | +6.9% |
| 1Y | +18.1% | +42.1% | -24.0% | +9.7% |
| 3Y | +58.4% | +51.9% | +6.5% | +43.4% |
| 5Y | +5.2% | +39.0% | -33.8% | -4.9% |
| 10Y | +35.9% | +57.9% | -22.0% | +14.4% |
| All | +2,271.9% | +4,913.3% | -2,641.4% | +1,094.3% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling