+2,658.0%
NDAQ vs BEN
+437.3%
+2,220.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | 0.0% | +7.2% | -7.2% | -3.8% |
| 30D | +16.3% | +14.1% | +2.2% | +8.2% |
| 3M | +15.8% | +9.9% | +5.9% | +9.6% |
| 6M | +24.8% | +17.4% | +7.4% | +13.5% |
| YTD | +14.1% | +57.3% | -43.2% | -12.0% |
| 1Y | +26.5% | +66.9% | -40.4% | -5.5% |
| 3Y | +119.1% | +85.7% | +33.5% | +47.5% |
| 5Y | +70.9% | +31.2% | +39.7% | +33.9% |
| 10Y | +479.7% | +61.0% | +418.7% | +247.0% |
| All | +2,658.0% | +437.3% | +2,220.7% | +954.8% |
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