+594.0%
DG vs BEN
+81.9%
+512.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.8% | -1.8% |
| 7D | -2.5% | +11.3% | -13.8% | -4.6% |
| 30D | +7.7% | +15.0% | -7.3% | +4.6% |
| 3M | +13.1% | +7.8% | +5.3% | +11.2% |
| 6M | +32.0% | +15.5% | +16.5% | +27.7% |
| YTD | +3.3% | +55.4% | -52.1% | -6.3% |
| 1Y | +31.7% | +63.3% | -31.6% | +18.1% |
| 3Y | +21.7% | +83.4% | -61.7% | +4.6% |
| 5Y | -34.7% | +28.1% | -62.8% | -40.5% |
| 10Y | +106.7% | +59.1% | +47.7% | +70.2% |
| All | +594.0% | +81.9% | +512.1% | +433.8% |
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 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