+2,662.4%
DELL vs BEN
+58.7%
+2,603.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.4% | -7.6% | -7.4% |
| 7D | +4.9% | +6.8% | -1.9% | +1.9% |
| 30D | -32.1% | +18.0% | -50.1% | -36.7% |
| 3M | -30.2% | +7.5% | -37.7% | -32.2% |
| 6M | +41.7% | +14.7% | +27.0% | +33.8% |
| YTD | +176.6% | +56.1% | +120.5% | +128.2% |
| 1Y | +159.9% | +69.6% | +90.3% | +107.0% |
| 3Y | +388.0% | +87.7% | +300.3% | +260.8% |
| 5Y | +578.2% | +28.6% | +549.6% | +472.4% |
| All | +2,662.4% | +58.7% | +2,603.6% | +1,910.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling