+8,968.5%
FIX vs BEN
+542.6%
+8,426.0%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | 0.0% | +5.0% | +5.0% |
| 7D | +6.4% | +7.2% | -0.7% | +3.5% |
| 30D | -29.1% | +14.1% | -43.2% | -33.2% |
| 3M | -31.1% | +9.9% | -41.1% | -34.1% |
| 6M | -42.8% | +17.4% | -60.2% | -46.9% |
| YTD | +24.6% | +57.3% | -32.7% | +0.8% |
| 1Y | +21.9% | +66.9% | -45.0% | -4.0% |
| 3Y | +524.9% | +85.7% | +439.2% | +355.8% |
| 5Y | +1,092.2% | +31.2% | +1,061.0% | +897.6% |
| 10Y | +3,759.0% | +61.0% | +3,698.0% | +2,709.9% |
| All | +8,968.5% | +542.6% | +8,426.0% | +3,798.4% |
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