+5,831.7%
FIX vs BEN
+58.2%
+5,773.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.5% | -1.6% | 0.0% |
| 7D | +6.0% | +0.2% | +5.8% | +5.8% |
| 30D | -7.2% | -0.5% | -6.7% | -7.0% |
| 3M | -15.9% | +9.7% | -25.6% | -20.0% |
| 6M | +12.7% | +33.9% | -21.2% | -4.0% |
| YTD | +72.8% | +49.0% | +23.8% | +38.0% |
| 1Y | +122.9% | +42.1% | +80.8% | +81.9% |
| 3Y | +774.3% | +51.9% | +722.4% | +562.2% |
| 5Y | +2,049.5% | +39.0% | +2,010.4% | +1,550.6% |
| All | +5,831.7% | +58.2% | +5,773.6% | +3,481.4% |
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