+188.7%
GD vs BEN
+57.9%
+130.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.5% | -5.3% | -2.9% |
| 7D | -5.3% | +0.2% | -5.5% | -5.4% |
| 30D | -6.4% | -0.5% | -5.9% | -6.4% |
| 3M | +5.7% | +9.7% | -4.0% | +2.4% |
| 6M | -0.9% | +33.9% | -34.9% | -10.4% |
| YTD | +8.2% | +49.0% | -40.8% | -5.6% |
| 1Y | +13.4% | +42.1% | -28.7% | +0.2% |
| 3Y | +68.5% | +51.9% | +16.6% | +41.4% |
| 5Y | +97.2% | +39.0% | +58.1% | +64.1% |
| All | +188.7% | +57.9% | +130.7% | +99.1% |
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