+13,447.0%
GOOG vs BEN
+317.8%
+13,129.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.3% | +0.1% |
| 7D | +1.1% | +4.7% | -3.6% | -0.8% |
| 30D | -5.1% | +2.6% | -7.7% | -6.1% |
| 3M | -7.1% | +11.5% | -18.6% | -11.1% |
| 6M | +12.7% | +35.3% | -22.7% | -0.3% |
| YTD | +7.1% | +48.6% | -41.6% | -9.0% |
| 1Y | +43.6% | +46.7% | -3.1% | +22.3% |
| 3Y | +146.8% | +57.0% | +89.7% | +98.3% |
| 5Y | +133.7% | +41.8% | +91.9% | +91.9% |
| 10Y | +773.3% | +55.2% | +718.1% | +531.7% |
| All | +13,447.0% | +317.8% | +13,129.2% | +5,776.6% |
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