+57.3%
DRAM vs BEN
+59.3%
-2.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.4% | -1.4% |
| 7D | +18.0% | +11.3% | +6.6% | +5.6% |
| 30D | -17.4% | +15.0% | -32.4% | -27.4% |
| 3M | -20.3% | +7.8% | -28.2% | -25.4% |
| 6M | -14.9% | +15.5% | -30.4% | -23.0% |
| All | +57.3% | +59.3% | -2.0% | +26.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling