+183.8%
EXC vs BEN
+70.4%
+113.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.3% | -6.3% | -1.5% |
| 7D | -1.7% | +12.2% | -13.9% | -4.6% |
| 30D | +9.3% | +12.1% | -2.8% | +6.0% |
| 3M | +1.0% | +7.3% | -6.3% | -1.0% |
| 6M | +5.9% | +17.9% | -11.9% | +1.0% |
| YTD | +7.6% | +55.4% | -47.8% | -5.3% |
| 1Y | +2.4% | +69.3% | -66.9% | -12.0% |
| 3Y | +30.2% | +82.8% | -52.6% | +6.0% |
| 5Y | +41.4% | +28.8% | +12.6% | +25.4% |
| 10Y | +183.8% | +53.9% | +129.9% | +80.2% |
| All | +183.8% | +70.4% | +113.3% | +80.2% |
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