+140.2%
NI vs BEN
+56.6%
+83.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | 0.0% | -3.1% | +3.2% | +0.8% |
| 30D | -1.4% | +0.2% | -1.6% | -1.5% |
| 3M | -10.6% | +6.8% | -17.4% | -12.1% |
| 6M | -9.3% | +38.1% | -47.4% | -16.5% |
| YTD | +1.1% | +44.3% | -43.2% | -8.1% |
| 1Y | +3.4% | +42.6% | -39.2% | -6.0% |
| 3Y | +67.9% | +52.3% | +15.6% | +47.1% |
| 5Y | +98.0% | +37.6% | +60.3% | +73.0% |
| All | +140.2% | +56.6% | +83.5% | +73.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling