+2,563.5%
DUK vs BEN
+4,901.8%
-2,338.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.1% | +0.9% |
| 7D | +0.7% | +4.7% | -4.0% | -0.1% |
| 30D | -2.0% | +2.6% | -4.6% | -2.5% |
| 3M | +0.2% | +11.5% | -11.3% | -1.9% |
| 6M | -6.9% | +35.3% | -42.2% | -12.2% |
| YTD | +6.1% | +48.6% | -42.5% | -1.8% |
| 1Y | +4.4% | +46.7% | -42.3% | -3.3% |
| 3Y | +49.1% | +57.0% | -7.9% | +34.1% |
| 5Y | +39.6% | +41.8% | -2.3% | +25.5% |
| 10Y | +125.1% | +55.2% | +69.9% | +89.9% |
| All | +2,563.5% | +4,901.8% | -2,338.2% | +1,111.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling