+188.5%
GD vs BEN
+62.2%
+126.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.7% | -5.4% | -2.1% |
| 7D | -5.0% | +6.6% | -11.6% | -7.0% |
| 30D | +8.9% | +3.8% | +5.1% | +7.4% |
| 3M | -8.0% | +0.2% | -8.3% | -8.4% |
| 6M | +2.9% | +10.4% | -7.5% | -0.9% |
| YTD | +7.1% | +46.2% | -39.1% | -6.3% |
| 1Y | +5.9% | +52.3% | -46.3% | -8.6% |
| 3Y | +53.9% | +65.9% | -12.1% | +24.9% |
| 5Y | +95.4% | +20.6% | +74.8% | +73.2% |
| All | +188.5% | +62.2% | +126.3% | +99.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling