+488.5%
NDAQ vs BEN
+58.7%
+429.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | +1.3% | +6.8% | -5.5% | -1.1% |
| 30D | +18.0% | +18.0% | 0.0% | +11.0% |
| 3M | +11.5% | +7.5% | +4.1% | +8.4% |
| 6M | +21.1% | +14.7% | +6.4% | +14.6% |
| YTD | +12.8% | +56.1% | -43.3% | -5.0% |
| 1Y | +25.7% | +69.6% | -43.9% | +2.7% |
| 3Y | +116.8% | +87.7% | +29.1% | +66.0% |
| 5Y | +67.3% | +28.6% | +38.6% | +43.6% |
| All | +488.5% | +58.7% | +429.7% | +306.1% |
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 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