+99.4%
DE vs BEN
+36.2%
+63.2%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.5% | +0.6% |
| 7D | -2.4% | +0.3% | -2.7% | -2.5% |
| 30D | +9.7% | +0.9% | +8.8% | +9.2% |
| 3M | +21.4% | +9.2% | +12.2% | +17.3% |
| 6M | +15.0% | +36.8% | -21.8% | +2.3% |
| YTD | +46.4% | +44.4% | +2.0% | +27.1% |
| 1Y | +45.6% | +45.8% | -0.2% | +25.7% |
| 3Y | +76.8% | +52.5% | +24.2% | +46.3% |
| 5Y | +99.4% | +37.7% | +61.7% | +62.2% |
| All | +99.4% | +36.2% | +63.2% | +62.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling