+2,371.3%
D vs BEN
+4,818.7%
-2,447.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.7% | -6.2% | -2.4% |
| 7D | +3.0% | +6.6% | -3.6% | +1.7% |
| 30D | +11.5% | +3.8% | +7.6% | +10.6% |
| 3M | +3.7% | +0.2% | +3.5% | +3.5% |
| 6M | +13.5% | +10.4% | +3.1% | +11.1% |
| YTD | +20.7% | +46.2% | -25.4% | +11.6% |
| 1Y | +18.2% | +52.3% | -34.0% | +8.4% |
| 3Y | +73.3% | +65.9% | +7.4% | +54.2% |
| 5Y | +12.3% | +20.6% | -8.3% | +4.4% |
| 10Y | +43.4% | +64.8% | -21.4% | +19.8% |
| All | +2,371.3% | +4,818.7% | -2,447.3% | +1,147.3% |
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 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