+35,474.8%
LOW vs BEN
+4,913.3%
+30,561.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.5% | -2.3% | -0.2% |
| 7D | -1.7% | +0.2% | -2.0% | -1.8% |
| 30D | -7.0% | -0.5% | -6.5% | -6.9% |
| 3M | -0.9% | +9.7% | -10.6% | -4.9% |
| 6M | -20.1% | +33.9% | -54.0% | -29.6% |
| YTD | -13.9% | +49.0% | -62.9% | -27.5% |
| 1Y | -21.1% | +42.1% | -63.3% | -32.6% |
| 3Y | -6.6% | +51.9% | -58.5% | -24.2% |
| 5Y | +9.4% | +39.0% | -29.7% | -10.1% |
| 10Y | +220.5% | +57.9% | +162.6% | +131.0% |
| All | +35,474.8% | +4,913.3% | +30,561.5% | +5,501.4% |
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