+143.3%
DELL vs BEN
+56.2%
+87.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.7% | -13.5% | -10.8% |
| 7D | -24.6% | +6.7% | -31.3% | -26.8% |
| 30D | -32.5% | +3.0% | -35.5% | -33.4% |
| 3M | -20.2% | -4.3% | -15.9% | -18.8% |
| 6M | +76.5% | +16.4% | +60.1% | +68.9% |
| YTD | +198.9% | +46.8% | +152.2% | +160.2% |
| 1Y | +143.3% | +57.3% | +86.0% | +100.8% |
| All | +143.3% | +56.2% | +87.1% | +100.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling