+85.4%
FROG vs BEN
+56.2%
+29.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.7% | -7.1% | -3.4% |
| 7D | -14.1% | +6.7% | -20.8% | -15.2% |
| 30D | -11.8% | +3.0% | -14.8% | -12.4% |
| 3M | +0.1% | -4.3% | +4.5% | +1.0% |
| 6M | +64.2% | +16.4% | +47.8% | +61.2% |
| YTD | +38.2% | +46.8% | -8.5% | +42.3% |
| 1Y | +85.4% | +57.3% | +28.0% | +106.7% |
| All | +85.4% | +56.2% | +29.2% | +106.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling