+3,800.0%
FIX vs BEN
+70.4%
+3,729.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +6.3% | +3.1% | +6.0% |
| 7D | -7.2% | +12.2% | -19.4% | -12.9% |
| 30D | -35.1% | +12.1% | -47.2% | -39.0% |
| 3M | -34.3% | +7.3% | -41.6% | -36.9% |
| 6M | -42.9% | +17.9% | -60.8% | -47.9% |
| YTD | +19.5% | +55.4% | -36.0% | -7.2% |
| 1Y | +16.8% | +69.3% | -52.6% | -13.4% |
| 3Y | +506.7% | +82.8% | +423.9% | +312.2% |
| 5Y | +1,046.7% | +28.8% | +1,017.9% | +826.9% |
| 10Y | +3,800.0% | +53.9% | +3,746.1% | +2,222.4% |
| All | +3,800.0% | +70.4% | +3,729.5% | +2,222.4% |
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