-20.0%
LVS vs BEN
+45.3%
-65.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | -3.5% | -3.1% | -0.4% | -3.1% |
| 30D | -6.2% | +0.2% | -6.4% | -6.2% |
| 3M | -14.8% | +6.8% | -21.7% | -16.0% |
| 6M | -20.9% | +38.1% | -59.0% | -26.2% |
| YTD | -33.0% | +44.3% | -77.4% | -36.8% |
| 1Y | -20.0% | +42.6% | -62.6% | -28.1% |
| All | -20.0% | +45.3% | -65.3% | -28.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling