+102.2%
DG vs BEN
+53.7%
+48.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.1% | -2.3% |
| 7D | -4.8% | +3.4% | -8.2% | -5.4% |
| 30D | +1.8% | +1.8% | 0.0% | +1.4% |
| 3M | +14.5% | +8.4% | +6.1% | +12.5% |
| 6M | -13.6% | +35.6% | -49.2% | -18.8% |
| YTD | -4.8% | +46.4% | -51.2% | -12.1% |
| 1Y | +21.6% | +46.3% | -24.8% | +12.2% |
| 3Y | +4.5% | +54.6% | -50.1% | -5.8% |
| 5Y | -38.5% | +39.4% | -77.9% | -44.6% |
| 10Y | +102.2% | +57.6% | +44.6% | +72.0% |
| All | +102.2% | +53.7% | +48.5% | +72.0% |
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