+12,471.5%
FIX vs BEN
+508.6%
+11,962.9%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.5% | -1.6% | +0.3% |
| 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% | -19.3% |
| 6M | +12.7% | +33.9% | -21.2% | -1.4% |
| YTD | +72.8% | +49.0% | +23.8% | +43.3% |
| 1Y | +122.9% | +42.1% | +80.8% | +88.3% |
| 3Y | +774.3% | +51.9% | +722.4% | +597.5% |
| 5Y | +2,049.5% | +39.0% | +2,010.4% | +1,645.3% |
| 10Y | +5,821.5% | +57.9% | +5,763.6% | +4,239.3% |
| All | +12,471.5% | +508.6% | +11,962.9% | +5,443.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling