+14,219.4%
DE vs BEN
+5,152.6%
+9,066.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.9% |
| 7D | +0.3% | +6.8% | -6.5% | -2.3% |
| 30D | +3.6% | +18.0% | -14.4% | -3.2% |
| 3M | +10.2% | +7.5% | +2.8% | +6.7% |
| 6M | +16.6% | +14.7% | +1.9% | +9.6% |
| YTD | +45.8% | +56.1% | -10.3% | +20.3% |
| 1Y | +43.9% | +69.6% | -25.7% | +14.7% |
| 3Y | +89.6% | +87.7% | +1.9% | +41.5% |
| 5Y | +100.3% | +28.6% | +71.7% | +68.9% |
| 10Y | +760.8% | +59.8% | +701.0% | +530.6% |
| All | +14,219.4% | +5,152.6% | +9,066.8% | +3,503.5% |
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