+35.2%
FROG vs BEN
+127.5%
-92.3%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.5% | -6.8% | -4.7% |
| 7D | -11.3% | +0.2% | -11.5% | -11.4% |
| 30D | +3.6% | -0.5% | +4.2% | +3.8% |
| 3M | +1.7% | +9.7% | -8.1% | -2.0% |
| 6M | +123.5% | +33.9% | +89.6% | +98.3% |
| YTD | +40.2% | +49.0% | -8.7% | +18.8% |
| 1Y | +81.0% | +42.1% | +38.9% | +55.7% |
| 3Y | +194.8% | +51.9% | +142.9% | +139.9% |
| 5Y | +131.8% | +39.0% | +92.8% | +86.8% |
| All | +35.2% | +127.5% | -92.3% | +4.2% |
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 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