+448.7%
FIX vs BEN
+63.5%
+385.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +4.7% | +0.7% | +3.5% |
| 7D | -17.5% | +6.6% | -24.1% | -19.7% |
| 30D | -41.6% | +3.8% | -45.4% | -42.5% |
| 3M | -40.6% | +0.2% | -40.8% | -40.7% |
| 6M | -49.4% | +10.4% | -59.8% | -51.5% |
| YTD | +9.2% | +46.2% | -37.0% | -7.4% |
| 1Y | +6.5% | +52.3% | -45.8% | -11.4% |
| 3Y | +448.7% | +65.9% | +382.8% | +308.8% |
| All | +448.7% | +63.5% | +385.2% | +308.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling