+583.4%
DG vs BEN
+74.4%
+509.0%
-72.6%
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% | +0.8% |
| 7D | +8.4% | +0.2% | +8.2% | +8.3% |
| 30D | +4.9% | -0.5% | +5.5% | +5.0% |
| 3M | +29.3% | +9.7% | +19.6% | +26.6% |
| 6M | -11.3% | +33.9% | -45.2% | -16.9% |
| YTD | +1.8% | +49.0% | -47.2% | -6.9% |
| 1Y | +25.3% | +42.1% | -16.8% | +15.6% |
| 3Y | +9.1% | +51.9% | -42.8% | -2.3% |
| 5Y | -34.9% | +39.0% | -73.9% | -41.9% |
| 10Y | +108.2% | +57.9% | +50.3% | +71.1% |
| All | +583.4% | +74.4% | +509.0% | +430.6% |
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 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