+966.8%
MOD vs BEN
+70.4%
+896.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +6.3% | +3.5% | +5.8% |
| 7D | -13.9% | +12.2% | -26.1% | -20.5% |
| 30D | -41.5% | +12.1% | -53.6% | -45.9% |
| 3M | -45.7% | +7.3% | -53.0% | -48.4% |
| 6M | -61.1% | +17.9% | -79.0% | -65.2% |
| YTD | -20.5% | +55.4% | -75.9% | -40.6% |
| 1Y | -32.1% | +69.3% | -101.5% | -51.9% |
| 3Y | +146.5% | +82.8% | +63.6% | +60.6% |
| 5Y | +812.7% | +28.8% | +783.9% | +624.4% |
| 10Y | +966.8% | +53.9% | +912.9% | +673.4% |
| All | +966.8% | +70.4% | +896.4% | +673.4% |
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 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