+3,047.2%
DELL vs BEN
+65.9%
+2,981.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.4% | -7.6% | -7.4% |
| 7D | +4.9% | +6.8% | -1.9% | +2.0% |
| 30D | -32.1% | +18.0% | -50.1% | -36.6% |
| 3M | -30.2% | +7.5% | -37.7% | -32.2% |
| 6M | +41.7% | +14.7% | +27.0% | +34.0% |
| YTD | +176.6% | +56.1% | +120.5% | +129.3% |
| 1Y | +159.9% | +69.6% | +90.3% | +108.2% |
| 3Y | +388.0% | +87.7% | +300.3% | +263.8% |
| 5Y | +578.2% | +28.6% | +549.6% | +474.6% |
| 10Y | +2,653.4% | +59.8% | +2,593.6% | +1,882.6% |
| All | +3,047.2% | +65.9% | +2,981.3% | +2,203.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling