+14,609.3%
DE vs BEN
+4,913.3%
+9,695.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.6% | -1.5% |
| 7D | +10.0% | +0.2% | +9.8% | +9.8% |
| 30D | +13.3% | -0.5% | +13.9% | +13.4% |
| 3M | +17.5% | +9.7% | +7.8% | +12.8% |
| 6M | +13.6% | +33.9% | -20.3% | +0.2% |
| YTD | +49.8% | +49.0% | +0.8% | +26.2% |
| 1Y | +47.9% | +42.1% | +5.8% | +26.6% |
| 3Y | +72.5% | +51.9% | +20.7% | +40.4% |
| 5Y | +90.2% | +39.0% | +51.2% | +55.1% |
| 10Y | +865.4% | +57.9% | +807.5% | +609.1% |
| All | +14,609.3% | +4,913.3% | +9,695.9% | +3,681.1% |
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