+3.4%
NI vs BEN
+45.3%
-41.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | 0.0% | -3.1% | +3.2% | +0.2% |
| 30D | -1.4% | +0.2% | -1.6% | -1.4% |
| 3M | -10.6% | +6.8% | -17.4% | -10.9% |
| 6M | -9.3% | +38.1% | -47.4% | -11.4% |
| YTD | +1.1% | +44.3% | -43.2% | -2.1% |
| 1Y | +3.4% | +42.6% | -39.2% | 0.0% |
| All | +3.4% | +45.3% | -41.9% | 0.0% |
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