+167.4%
FROG vs BEN
+19.4%
+147.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +35.3% | +4.7% | +30.6% | +32.7% |
| 7D | +7.0% | +6.6% | +0.4% | +4.1% |
| 30D | +2.9% | +3.8% | -1.0% | +1.5% |
| 3M | +21.6% | +0.2% | +21.4% | +21.9% |
| 6M | +87.7% | +10.4% | +77.2% | +78.4% |
| YTD | +61.7% | +46.2% | +15.5% | +31.1% |
| 1Y | +113.7% | +52.3% | +61.4% | +68.5% |
| 3Y | +267.7% | +65.9% | +201.8% | +162.0% |
| All | +167.4% | +19.4% | +147.9% | +129.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling