+101.5%
DG vs BEN
+58.0%
+43.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.8% | -1.8% |
| 7D | -2.5% | +11.3% | -13.8% | -4.5% |
| 30D | +7.7% | +15.0% | -7.3% | +4.9% |
| 3M | +13.1% | +7.8% | +5.3% | +11.4% |
| 6M | +32.0% | +15.5% | +16.5% | +28.0% |
| YTD | +3.3% | +55.4% | -52.1% | -5.7% |
| 1Y | +31.7% | +63.3% | -31.6% | +19.0% |
| 3Y | +21.7% | +83.4% | -61.7% | +5.9% |
| 5Y | -34.7% | +28.1% | -62.8% | -40.0% |
| All | +101.5% | +58.0% | +43.4% | +74.6% |
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