+4,681.2%
DELL vs BEN
+58.3%
+4,622.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.5% | -2.0% | 0.0% |
| 7D | +14.9% | +0.2% | +14.7% | +14.8% |
| 30D | +13.3% | -0.5% | +13.8% | +13.7% |
| 3M | +24.4% | +9.7% | +14.7% | +19.9% |
| 6M | +258.0% | +33.9% | +224.1% | +216.4% |
| YTD | +320.2% | +49.0% | +271.2% | +254.9% |
| 1Y | +319.1% | +42.1% | +276.9% | +259.6% |
| 3Y | +706.5% | +51.9% | +654.7% | +554.0% |
| 5Y | +1,071.9% | +39.0% | +1,032.9% | +859.0% |
| 10Y | +4,683.5% | +57.9% | +4,625.6% | +3,461.6% |
| All | +4,681.2% | +58.3% | +4,622.9% | +3,465.8% |
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 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