+8.5%
NI vs BEN
+56.2%
-47.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.7% | -3.2% | +1.2% |
| 7D | +3.9% | +6.7% | -2.8% | +3.5% |
| 30D | +15.3% | +3.0% | +12.3% | +15.0% |
| 3M | +2.4% | -4.3% | +6.7% | +2.5% |
| 6M | -4.5% | +16.4% | -20.9% | -5.3% |
| YTD | +11.4% | +46.8% | -35.4% | +8.3% |
| 1Y | +8.5% | +57.3% | -48.9% | +5.0% |
| All | +8.5% | +56.2% | -47.8% | +5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling