+4,770.1%
DELL vs BEN
+58.0%
+4,712.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +2.0% |
| 7D | +25.6% | +4.7% | +20.9% | +23.2% |
| 30D | +17.7% | +2.6% | +15.0% | +16.5% |
| 3M | +33.4% | +11.5% | +21.9% | +27.7% |
| 6M | +266.2% | +35.3% | +230.9% | +222.3% |
| YTD | +328.0% | +48.6% | +279.4% | +261.8% |
| 1Y | +339.6% | +46.7% | +292.9% | +272.3% |
| 3Y | +694.6% | +57.0% | +637.6% | +535.5% |
| 5Y | +1,122.0% | +41.8% | +1,080.2% | +892.6% |
| 10Y | +4,062.5% | +55.2% | +4,007.3% | +3,033.9% |
| All | +4,770.1% | +58.0% | +4,712.1% | +3,535.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling