-99.9%
DFNS vs BEN
+118.7%
-218.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | +0.8% | +4.7% | -3.9% | +2.0% |
| 30D | -73.2% | +2.6% | -75.8% | -73.0% |
| 3M | -72.4% | +11.5% | -83.9% | -71.3% |
| 6M | -95.2% | +35.3% | -130.5% | -94.7% |
| YTD | -98.0% | +48.6% | -146.6% | -97.6% |
| 1Y | -98.3% | +46.7% | -144.9% | -98.0% |
| 3Y | -99.9% | +57.0% | -156.9% | -99.8% |
| 5Y | -99.9% | +41.8% | -141.7% | -99.8% |
| All | -99.9% | +118.7% | -218.6% | -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 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