+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 all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.5% | -4.9% | -2.1% |
| 7D | +0.4% | +0.2% | +0.2% | +0.4% |
| 30D | -3.6% | -0.5% | -3.0% | -3.5% |
| 3M | -1.0% | +9.7% | -10.7% | -2.9% |
| 6M | +6.3% | +33.9% | -27.6% | +0.2% |
| YTD | +14.7% | +49.0% | -34.3% | +5.8% |
| 1Y | +16.9% | +42.1% | -25.2% | +8.6% |
| 3Y | +56.8% | +51.9% | +4.9% | +41.9% |
| 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% | +1,094.2% |
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