+508.4%
F vs BEN
+4,818.7%
-4,310.3%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.7% | -5.4% | -2.9% |
| 7D | +1.6% | +6.6% | -5.1% | -1.6% |
| 30D | +2.6% | +3.8% | -1.2% | +0.7% |
| 3M | -8.8% | +0.2% | -9.0% | -9.2% |
| 6M | +4.6% | +10.4% | -5.8% | -0.9% |
| YTD | -1.9% | +46.2% | -48.1% | -18.9% |
| 1Y | -0.8% | +52.3% | -53.0% | -19.7% |
| 3Y | +43.5% | +65.9% | -22.5% | +8.9% |
| 5Y | -12.1% | +20.6% | -32.6% | -22.5% |
| 10Y | +83.6% | +64.8% | +18.8% | +32.7% |
| All | +508.4% | +4,818.7% | -4,310.3% | +73.9% |
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