+48.3%
D vs BEN
+55.0%
-6.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | -0.1% |
| 7D | +2.4% | +12.1% | -9.8% | -0.3% |
| 30D | +10.9% | +13.4% | -2.5% | +7.6% |
| 3M | +2.8% | +9.4% | -6.5% | +0.5% |
| 6M | +12.7% | +19.3% | -6.6% | +7.7% |
| YTD | +20.3% | +57.3% | -36.9% | +7.2% |
| 1Y | +17.1% | +69.1% | -52.0% | +2.5% |
| 3Y | +75.1% | +85.6% | -10.5% | +46.7% |
| 5Y | +13.1% | +32.9% | -19.8% | +0.8% |
| 10Y | +48.3% | +58.3% | -10.1% | +5.6% |
| All | +48.3% | +55.0% | -6.7% | +5.6% |
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