+3,604.4%
FIX vs BEN
+58.0%
+3,546.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.2% | -1.6% | -2.1% |
| 7D | +17.0% | +11.3% | +5.7% | +10.6% |
| 30D | -30.6% | +15.0% | -45.6% | -35.7% |
| 3M | -35.0% | +7.8% | -42.9% | -37.8% |
| 6M | -44.0% | +15.5% | -59.4% | -48.3% |
| YTD | +21.1% | +55.4% | -34.2% | -5.9% |
| 1Y | +16.3% | +63.3% | -47.0% | -12.1% |
| 3Y | +507.4% | +83.4% | +424.0% | +311.4% |
| 5Y | +1,052.1% | +28.1% | +1,024.0% | +833.9% |
| All | +3,604.4% | +58.0% | +3,546.4% | +2,055.5% |
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