+851.5%
DE vs BEN
+56.6%
+794.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -2.6% | -3.1% | +0.5% | -1.3% |
| 30D | +9.0% | +0.2% | +8.9% | +8.8% |
| 3M | +19.1% | +6.8% | +12.3% | +15.3% |
| 6M | +14.4% | +38.1% | -23.7% | -1.3% |
| YTD | +45.9% | +44.3% | +1.6% | +22.9% |
| 1Y | +43.6% | +42.6% | +1.0% | +21.2% |
| 3Y | +75.9% | +52.3% | +23.6% | +40.1% |
| 5Y | +98.8% | +37.6% | +61.1% | +58.9% |
| All | +851.5% | +56.6% | +794.8% | +576.8% |
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