-9.5%
LVS vs BEN
+86.4%
-95.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.4% | +2.2% | +2.6% |
| 7D | -0.8% | +6.8% | -7.6% | -2.9% |
| 30D | +10.0% | +18.0% | -8.0% | +4.2% |
| 3M | -11.0% | +7.5% | -18.5% | -13.3% |
| 6M | -20.1% | +14.7% | -34.9% | -24.2% |
| YTD | -36.3% | +56.1% | -92.4% | -46.1% |
| 1Y | -36.8% | +69.6% | -106.4% | -48.2% |
| 3Y | -9.5% | +87.7% | -97.2% | -30.7% |
| All | -9.5% | +86.4% | -95.9% | -30.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling