+11,697.7%
GOOGL vs BEN
+342.1%
+11,355.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +1.6% | +7.2% | -5.6% | -1.3% |
| 30D | -16.8% | +14.1% | -30.9% | -21.3% |
| 3M | -14.6% | +9.9% | -24.5% | -18.0% |
| 6M | -24.4% | +17.4% | -41.8% | -29.4% |
| YTD | -6.1% | +57.3% | -63.4% | -22.1% |
| 1Y | +1.0% | +66.9% | -65.9% | -18.2% |
| 3Y | +123.4% | +85.7% | +37.8% | +67.7% |
| 5Y | +103.2% | +31.2% | +72.0% | +72.8% |
| 10Y | +667.7% | +61.0% | +606.7% | +448.9% |
| All | +11,697.7% | +342.1% | +11,355.6% | +4,887.1% |
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