+2,498.9%
MAR vs BEN
+303.2%
+2,195.7%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -1.6% |
| 7D | -4.2% | +0.2% | -4.4% | -4.3% |
| 30D | -6.7% | -0.5% | -6.1% | -6.5% |
| 3M | -12.5% | +9.7% | -22.2% | -16.9% |
| 6M | +0.6% | +33.9% | -33.3% | -13.9% |
| YTD | +9.1% | +49.0% | -39.9% | -11.5% |
| 1Y | +26.2% | +42.1% | -15.9% | +4.3% |
| 3Y | +68.2% | +51.9% | +16.3% | +30.1% |
| 5Y | +163.9% | +39.0% | +124.9% | +106.7% |
| 10Y | +420.6% | +57.9% | +362.7% | +250.6% |
| All | +2,498.9% | +303.2% | +2,195.7% | +845.7% |
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 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