+13,507.3%
GOOGL vs BEN
+318.7%
+13,188.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.5% | -4.6% | -2.5% |
| 7D | -2.3% | +0.2% | -2.5% | -2.4% |
| 30D | -6.6% | -0.5% | -6.0% | -6.4% |
| 3M | -8.9% | +9.7% | -18.7% | -12.3% |
| 6M | +11.9% | +33.9% | -22.0% | -0.6% |
| YTD | +8.3% | +49.0% | -40.6% | -7.9% |
| 1Y | +46.2% | +42.1% | +4.1% | +26.2% |
| 3Y | +151.9% | +51.9% | +100.0% | +105.2% |
| 5Y | +137.7% | +39.0% | +98.7% | +96.7% |
| 10Y | +757.6% | +57.9% | +699.7% | +515.7% |
| All | +13,507.3% | +318.7% | +13,188.6% | +5,795.8% |
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