+51.9%
DOW vs BEN
+56.2%
-4.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.7% | -7.9% | -2.2% |
| 7D | -4.2% | +6.7% | -10.9% | -2.8% |
| 30D | +14.7% | +3.0% | +11.7% | +15.6% |
| 3M | +9.1% | -4.3% | +13.4% | +8.9% |
| 6M | -17.7% | +16.4% | -34.0% | -16.1% |
| YTD | +44.6% | +46.8% | -2.2% | +46.2% |
| 1Y | +51.9% | +57.3% | -5.5% | +51.0% |
| All | +51.9% | +56.2% | -4.3% | +51.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling