+1,129.1%
DIA vs BEN
+432.0%
+697.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.0% | -1.8% |
| 7D | -0.2% | +0.2% | -0.4% | -0.3% |
| 30D | -1.5% | -0.5% | -1.0% | -1.4% |
| 3M | +3.8% | +9.7% | -6.0% | +0.1% |
| 6M | +10.3% | +33.9% | -23.6% | -1.5% |
| YTD | +12.1% | +49.0% | -36.9% | -3.9% |
| 1Y | +18.6% | +42.1% | -23.5% | +3.2% |
| 3Y | +60.6% | +51.9% | +8.8% | +32.6% |
| 5Y | +64.4% | +39.0% | +25.4% | +36.2% |
| 10Y | +250.1% | +57.9% | +192.2% | +158.1% |
| All | +1,129.1% | +432.0% | +697.1% | +379.9% |
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