+85.5%
DT vs BEN
+58.5%
+27.0%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -5.4% | +7.2% | -12.6% | -7.8% |
| 30D | -32.2% | +14.1% | -46.3% | -35.5% |
| 3M | -10.9% | +9.9% | -20.8% | -14.3% |
| 6M | +10.0% | +17.4% | -7.4% | +2.8% |
| YTD | +2.1% | +57.3% | -55.2% | -15.0% |
| 1Y | -5.5% | +66.9% | -72.4% | -23.1% |
| 3Y | -12.4% | +85.7% | -98.1% | -33.9% |
| 5Y | -39.7% | +31.2% | -70.9% | -49.4% |
| All | +85.5% | +58.5% | +27.0% | +64.4% |
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