+4,404.4%
DELL vs BEN
+56.6%
+4,347.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | 0.0% | +12.0% | +12.0% |
| 7D | +8.2% | -3.1% | +11.3% | +9.7% |
| 30D | +17.1% | +0.2% | +16.9% | +17.1% |
| 3M | +45.2% | +6.8% | +38.3% | +41.4% |
| 6M | +286.8% | +38.1% | +248.7% | +237.9% |
| YTD | +354.8% | +44.3% | +310.4% | +289.4% |
| 1Y | +358.3% | +42.6% | +315.7% | +293.0% |
| 3Y | +724.9% | +52.3% | +672.6% | +568.6% |
| 5Y | +1,193.7% | +37.6% | +1,156.0% | +964.5% |
| All | +4,404.4% | +56.6% | +4,347.8% | +3,290.5% |
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 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