+100.8%
DG vs BEN
+58.7%
+42.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.8% | -0.4% |
| 7D | +0.3% | +6.8% | -6.5% | -0.9% |
| 30D | +3.2% | +18.0% | -14.8% | +0.1% |
| 3M | +10.4% | +7.5% | +3.0% | +8.8% |
| 6M | +33.2% | +14.7% | +18.5% | +29.3% |
| YTD | +3.0% | +56.1% | -53.1% | -6.1% |
| 1Y | +31.2% | +69.6% | -38.4% | +17.8% |
| 3Y | +21.8% | +87.7% | -65.9% | +5.5% |
| 5Y | -35.0% | +28.6% | -63.6% | -40.3% |
| All | +100.8% | +58.7% | +42.0% | +73.8% |
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