+475.8%
NDAQ vs BEN
+55.0%
+420.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.2% | +1.0% |
| 7D | +2.9% | +12.1% | -9.3% | -1.4% |
| 30D | +17.5% | +13.4% | +4.1% | +12.1% |
| 3M | +15.4% | +9.4% | +6.1% | +11.5% |
| 6M | +24.6% | +19.3% | +5.4% | +16.3% |
| YTD | +14.4% | +57.3% | -42.8% | -3.8% |
| 1Y | +26.9% | +69.1% | -42.2% | +3.9% |
| 3Y | +119.8% | +85.6% | +34.2% | +69.2% |
| 5Y | +70.5% | +32.9% | +37.6% | +44.8% |
| 10Y | +475.8% | +58.3% | +417.5% | +302.2% |
| All | +475.8% | +55.0% | +420.8% | +302.2% |
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