+146.4%
ED vs BEN
+58.7%
+87.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +0.9% | +1.3% |
| 7D | +2.1% | +6.8% | -4.7% | +1.0% |
| 30D | +10.4% | +18.0% | -7.6% | +7.4% |
| 3M | +12.5% | +7.5% | +5.1% | +11.1% |
| 6M | +14.9% | +14.7% | +0.2% | +11.9% |
| YTD | +24.8% | +56.1% | -31.3% | +14.8% |
| 1Y | +23.8% | +69.6% | -45.8% | +12.2% |
| 3Y | +51.6% | +87.7% | -36.0% | +32.1% |
| 5Y | +86.4% | +28.6% | +57.8% | +72.3% |
| All | +146.4% | +58.7% | +87.6% | +87.5% |
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