+1,106.2%
DELL vs BEN
+40.0%
+1,066.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +1.0% |
| 7D | +8.7% | +3.4% | +5.4% | +7.1% |
| 30D | +16.9% | +1.8% | +15.1% | +16.1% |
| 3M | +40.4% | +8.4% | +32.1% | +35.6% |
| 6M | +267.1% | +35.6% | +231.4% | +219.2% |
| YTD | +329.1% | +46.4% | +282.7% | +259.6% |
| 1Y | +346.9% | +46.3% | +300.6% | +273.1% |
| 3Y | +696.6% | +54.6% | +642.0% | +522.3% |
| 5Y | +1,106.2% | +39.4% | +1,066.8% | +826.9% |
| All | +1,106.2% | +40.0% | +1,066.2% | +826.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling