+35.3%
D vs BEN
+56.5%
-21.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | +0.8% | +4.7% | -3.9% | -0.3% |
| 30D | -0.7% | +2.6% | -3.3% | -1.4% |
| 3M | +2.1% | +11.5% | -9.4% | -0.6% |
| 6M | +6.8% | +35.3% | -28.5% | -0.8% |
| YTD | +16.5% | +48.6% | -32.1% | +5.7% |
| 1Y | +19.2% | +46.7% | -27.5% | +8.1% |
| 3Y | +61.9% | +57.0% | +4.8% | +42.0% |
| 5Y | +6.5% | +41.8% | -35.3% | -6.8% |
| 10Y | +35.3% | +55.2% | -20.0% | -1.1% |
| All | +35.3% | +56.5% | -21.2% | -1.1% |
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 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