+93.8%
GD vs BEN
+19.4%
+74.4%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.7% | -5.4% | -1.6% |
| 7D | -5.0% | +6.6% | -11.6% | -6.2% |
| 30D | +8.9% | +3.8% | +5.1% | +8.0% |
| 3M | -8.0% | +0.2% | -8.3% | -8.2% |
| 6M | +2.9% | +10.4% | -7.5% | +0.5% |
| YTD | +7.1% | +46.2% | -39.1% | -1.6% |
| 1Y | +5.9% | +52.3% | -46.3% | -3.6% |
| 3Y | +53.9% | +65.9% | -12.1% | +34.4% |
| All | +93.8% | +19.4% | +74.4% | +81.0% |
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