+433.8%
MAR vs BEN
+56.6%
+377.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -0.5% | -3.1% | +2.6% | +0.8% |
| 30D | -5.4% | +0.2% | -5.6% | -5.5% |
| 3M | -15.5% | +6.8% | -22.3% | -18.4% |
| 6M | +3.0% | +38.1% | -35.1% | -11.9% |
| YTD | +8.5% | +44.3% | -35.8% | -9.1% |
| 1Y | +26.0% | +42.6% | -16.6% | +5.6% |
| 3Y | +68.6% | +52.3% | +16.3% | +33.3% |
| 5Y | +157.4% | +37.6% | +119.7% | +106.8% |
| All | +433.8% | +56.6% | +377.2% | +281.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling