+132.5%
GOOGL vs BEN
+40.0%
+92.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.7% | -1.7% |
| 7D | -1.9% | +3.4% | -5.2% | -3.2% |
| 30D | -7.5% | +1.8% | -9.2% | -8.2% |
| 3M | -9.2% | +8.4% | -17.5% | -12.2% |
| 6M | +8.1% | +35.6% | -27.6% | -4.8% |
| YTD | +5.8% | +46.4% | -40.5% | -9.9% |
| 1Y | +38.3% | +46.3% | -8.0% | +17.4% |
| 3Y | +144.8% | +54.6% | +90.1% | +95.4% |
| 5Y | +132.5% | +39.4% | +93.2% | +87.2% |
| All | +132.5% | +40.0% | +92.6% | +87.2% |
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