+777.0%
FIX vs BEN
+52.7%
+724.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.5% | -1.6% | +0.4% |
| 7D | +6.0% | +0.2% | +5.8% | +5.9% |
| 30D | -7.2% | -0.5% | -6.7% | -7.1% |
| 3M | -15.9% | +9.7% | -25.6% | -19.1% |
| 6M | +12.7% | +33.9% | -21.2% | -0.3% |
| YTD | +72.8% | +49.0% | +23.8% | +45.3% |
| 1Y | +122.9% | +42.1% | +80.8% | +90.7% |
| All | +777.0% | +52.7% | +724.3% | +585.6% |
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