+61.0%
FROG vs BEN
+72.3%
-11.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.2% | -5.5% | -5.0% |
| 7D | +17.0% | +12.1% | +4.9% | +10.1% |
| 30D | +1.3% | +13.4% | -12.1% | -5.1% |
| 3M | +17.5% | +9.4% | +8.1% | +11.3% |
| 6M | +46.8% | +19.3% | +27.5% | +34.9% |
| YTD | +65.8% | +57.3% | +8.5% | +31.9% |
| 1Y | +61.0% | +69.1% | -8.1% | +20.6% |
| All | +61.0% | +72.3% | -11.3% | +20.6% |
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 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