+2,327.9%
NDAQ vs BEN
+408.8%
+1,919.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.5% | -5.4% | -3.7% |
| 7D | -2.4% | +0.2% | -2.7% | -2.7% |
| 30D | +2.5% | -0.5% | +3.0% | +2.6% |
| 3M | +9.9% | +9.7% | +0.2% | +4.2% |
| 6M | +9.4% | +33.9% | -24.5% | -7.5% |
| YTD | +0.4% | +49.0% | -48.6% | -19.9% |
| 1Y | +4.0% | +42.1% | -38.1% | -15.3% |
| 3Y | +94.4% | +51.9% | +42.5% | +46.1% |
| 5Y | +56.7% | +39.0% | +17.7% | +17.6% |
| 10Y | +375.3% | +57.9% | +317.4% | +184.7% |
| All | +2,327.9% | +408.8% | +1,919.0% | +859.3% |
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