+380.3%
NDAQ vs BEN
+53.7%
+326.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.7% | -0.3% |
| 7D | -1.6% | +3.4% | -4.9% | -2.7% |
| 30D | -1.5% | +1.8% | -3.3% | -2.1% |
| 3M | +8.0% | +8.4% | -0.3% | +4.7% |
| 6M | +7.7% | +35.6% | -27.9% | -4.1% |
| YTD | -2.3% | +46.4% | -48.7% | -15.4% |
| 1Y | +0.6% | +46.3% | -45.8% | -13.1% |
| 3Y | +90.9% | +54.6% | +36.3% | +57.7% |
| 5Y | +52.5% | +39.4% | +13.1% | +27.2% |
| 10Y | +380.3% | +57.6% | +322.7% | +233.9% |
| All | +380.3% | +53.7% | +326.6% | +233.9% |
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