+19,778.3%
GD vs BEN
+4,597.0%
+15,181.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.9% | +2.6% | -1.1% |
| 7D | -3.9% | -0.4% | -3.5% | -3.9% |
| 30D | +8.1% | -0.7% | +8.8% | +8.1% |
| 3M | -6.8% | -6.8% | 0.0% | -5.3% |
| 6M | +3.0% | +7.9% | -4.9% | +0.5% |
| YTD | +7.8% | +39.6% | -31.8% | -2.0% |
| 1Y | +5.8% | +48.5% | -42.7% | -5.5% |
| 3Y | +55.3% | +55.7% | -0.4% | +34.1% |
| 5Y | +96.7% | +15.1% | +81.5% | +79.7% |
| 10Y | +195.4% | +57.4% | +138.0% | +138.1% |
| All | +19,778.3% | +4,597.0% | +15,181.3% | +10,200.0% |
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 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