+1,381.0%
NET vs BEN
+60.0%
+1,321.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.7% | -7.2% | -4.7% |
| 7D | -16.4% | +6.7% | -23.1% | -18.9% |
| 30D | -25.8% | +3.0% | -28.9% | -27.0% |
| 3M | -11.5% | -4.3% | -7.2% | -9.9% |
| 6M | +18.9% | +16.4% | +2.6% | +9.7% |
| YTD | +35.2% | +46.8% | -11.6% | +10.4% |
| 1Y | +14.5% | +57.3% | -42.9% | -9.9% |
| 3Y | +313.8% | +63.7% | +250.1% | +210.3% |
| 5Y | +32.6% | +19.8% | +12.8% | +8.3% |
| All | +1,381.0% | +60.0% | +1,321.0% | +1,058.7% |
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