+213.3%
GLD vs BEN
+56.5%
+156.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.7% |
| 7D | +0.7% | +4.7% | -3.9% | +0.6% |
| 30D | +0.3% | +2.6% | -2.3% | +0.3% |
| 3M | +0.6% | +11.5% | -10.9% | +0.4% |
| 6M | -15.6% | +35.3% | -50.9% | -16.1% |
| YTD | +0.9% | +48.6% | -47.8% | +0.1% |
| 1Y | +19.4% | +46.7% | -27.3% | +18.5% |
| 3Y | +124.5% | +57.0% | +67.4% | +122.2% |
| 5Y | +138.9% | +41.8% | +97.1% | +135.9% |
| 10Y | +213.3% | +55.2% | +158.1% | +206.7% |
| All | +213.3% | +56.5% | +156.8% | +206.7% |
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