+0.1%
DOW vs BEN
+54.8%
-54.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.8% | -0.6% |
| 7D | +5.2% | +6.8% | -1.6% | +1.4% |
| 30D | +13.2% | +18.0% | -4.8% | +2.8% |
| 3M | +10.1% | +7.5% | +2.6% | +4.6% |
| 6M | -13.1% | +14.7% | -27.8% | -21.4% |
| YTD | +46.1% | +56.1% | -10.0% | +8.4% |
| 1Y | +50.0% | +69.6% | -19.6% | +5.9% |
| 3Y | -20.2% | +87.7% | -107.9% | -49.1% |
| 5Y | -27.7% | +28.6% | -56.3% | -43.4% |
| All | +0.1% | +54.8% | -54.7% | -38.9% |
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 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