+3,553.2%
FIX vs BEN
+58.7%
+3,494.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.6% |
| 7D | +9.4% | +6.8% | +2.6% | +5.7% |
| 30D | -27.8% | +18.0% | -45.8% | -34.0% |
| 3M | -35.6% | +7.5% | -43.0% | -38.1% |
| 6M | -45.2% | +14.7% | -59.9% | -49.3% |
| YTD | +19.5% | +56.1% | -36.6% | -7.4% |
| 1Y | +24.2% | +69.6% | -45.4% | -8.1% |
| 3Y | +494.2% | +87.7% | +406.5% | +297.3% |
| 5Y | +1,036.1% | +28.6% | +1,007.5% | +818.7% |
| All | +3,553.2% | +58.7% | +3,494.5% | +2,020.5% |
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