+159.9%
DELL vs BEN
+65.1%
+94.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.4% | -7.6% | -7.4% |
| 7D | +4.9% | +6.8% | -1.9% | +1.3% |
| 30D | -32.1% | +18.0% | -50.1% | -37.2% |
| 3M | -30.2% | +7.5% | -37.7% | -32.5% |
| 6M | +41.7% | +14.7% | +27.0% | +34.8% |
| YTD | +176.6% | +56.1% | +120.5% | +133.7% |
| 1Y | +159.9% | +69.6% | +90.3% | +99.8% |
| All | +159.9% | +65.1% | +94.9% | +99.8% |
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