+31,139.8%
HD vs BEN
+4,913.3%
+26,226.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.5% | -2.6% | -0.4% |
| 7D | -2.1% | +0.2% | -2.3% | -2.2% |
| 30D | -8.4% | -0.5% | -7.9% | -8.3% |
| 3M | +4.3% | +9.7% | -5.4% | +0.4% |
| 6M | -11.1% | +33.9% | -45.0% | -21.2% |
| YTD | -4.7% | +49.0% | -53.7% | -19.1% |
| 1Y | -19.8% | +42.1% | -61.9% | -31.0% |
| 3Y | +4.1% | +51.9% | -47.8% | -14.8% |
| 5Y | +10.3% | +39.0% | -28.7% | -8.9% |
| 10Y | +203.2% | +57.9% | +145.3% | +119.6% |
| All | +31,139.8% | +4,913.3% | +26,226.5% | +5,201.3% |
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