+11,791.0%
GOOGL vs BEN
+338.7%
+11,452.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.2% |
| 7D | +3.9% | +6.8% | -2.9% | +1.1% |
| 30D | -14.9% | +18.0% | -32.9% | -20.5% |
| 3M | -14.6% | +7.5% | -22.0% | -17.3% |
| 6M | -26.4% | +14.7% | -41.2% | -30.7% |
| YTD | -5.3% | +56.1% | -61.4% | -21.3% |
| 1Y | +6.5% | +69.6% | -63.1% | -14.4% |
| 3Y | +126.0% | +87.7% | +38.4% | +69.0% |
| 5Y | +100.8% | +28.6% | +72.2% | +72.0% |
| 10Y | +673.8% | +59.8% | +614.0% | +454.9% |
| All | +11,791.0% | +338.7% | +11,452.3% | +4,941.0% |
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