+112.2%
DT vs BEN
+47.5%
+64.7%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +1.2% |
| 7D | -0.5% | +3.4% | -3.9% | -1.8% |
| 30D | +0.1% | +1.8% | -1.7% | -0.7% |
| 3M | +24.1% | +8.4% | +15.7% | +20.1% |
| 6M | +30.1% | +35.6% | -5.5% | +15.0% |
| YTD | +16.8% | +46.4% | -29.6% | +0.1% |
| 1Y | -0.1% | +46.3% | -46.4% | -14.6% |
| 3Y | +6.8% | +54.6% | -47.8% | -13.3% |
| 5Y | -28.4% | +39.4% | -67.8% | -40.4% |
| All | +112.2% | +47.5% | +64.7% | +93.6% |
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