+151.5%
EXC vs BEN
+56.5%
+95.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | +1.2% | +4.7% | -3.5% | +0.1% |
| 30D | -2.7% | +2.6% | -5.3% | -3.4% |
| 3M | -1.0% | +11.5% | -12.5% | -3.8% |
| 6M | -9.3% | +35.3% | -44.6% | -16.5% |
| YTD | +3.6% | +48.6% | -45.0% | -7.3% |
| 1Y | +5.9% | +46.7% | -40.8% | -5.1% |
| 3Y | +21.3% | +57.0% | -35.7% | +3.9% |
| 5Y | +46.2% | +41.8% | +4.3% | +25.0% |
| 10Y | +151.5% | +55.2% | +96.3% | +75.5% |
| All | +151.5% | +56.5% | +95.0% | +75.5% |
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