+244.3%
DIA vs BEN
+56.7%
+187.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.2% |
| 7D | -3.0% | +0.3% | -3.3% | -3.2% |
| 30D | -3.0% | +0.9% | -3.9% | -3.4% |
| 3M | +4.5% | +9.2% | -4.7% | +1.0% |
| 6M | +9.8% | +36.8% | -27.0% | -2.4% |
| YTD | +9.3% | +44.4% | -35.1% | -4.9% |
| 1Y | +16.0% | +45.8% | -29.9% | +0.2% |
| 3Y | +57.7% | +52.5% | +5.2% | +30.4% |
| 5Y | +63.8% | +37.7% | +26.1% | +36.2% |
| All | +244.3% | +56.7% | +187.6% | +149.4% |
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