+39,776.7%
LOW vs BEN
+5,152.6%
+34,624.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | -0.1% |
| 7D | +1.4% | +6.8% | -5.4% | -1.3% |
| 30D | +21.7% | +18.0% | +3.7% | +13.7% |
| 3M | +5.0% | +7.5% | -2.4% | +1.8% |
| 6M | +4.6% | +14.7% | -10.1% | -1.7% |
| YTD | -3.5% | +56.1% | -59.6% | -20.5% |
| 1Y | +0.5% | +69.6% | -69.0% | -19.9% |
| 3Y | +24.8% | +87.7% | -62.9% | -7.1% |
| 5Y | +6.5% | +28.6% | -22.2% | -9.1% |
| 10Y | +294.6% | +59.8% | +234.8% | +184.2% |
| All | +39,776.7% | +5,152.6% | +34,624.1% | +6,049.3% |
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