+112.5%
NET vs BEN
+39.3%
+73.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.5% | -5.5% | -4.6% |
| 7D | -7.0% | +0.2% | -7.2% | -7.2% |
| 30D | -4.8% | -0.5% | -4.2% | -4.5% |
| 3M | +3.8% | +9.7% | -5.9% | -3.7% |
| 6M | +50.0% | +33.9% | +16.1% | +16.7% |
| YTD | +41.5% | +49.0% | -7.5% | 0.0% |
| 1Y | +32.8% | +42.1% | -9.3% | -3.3% |
| 3Y | +335.9% | +51.9% | +284.0% | +182.5% |
| All | +112.5% | +39.3% | +73.2% | +44.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling