+5,678.5%
NI vs BEN
+5,152.6%
+525.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.4% |
| 7D | +4.3% | +6.8% | -2.5% | +2.8% |
| 30D | +12.4% | +18.0% | -5.6% | +8.3% |
| 3M | +10.2% | +7.5% | +2.7% | +8.2% |
| 6M | -0.8% | +14.7% | -15.5% | -4.1% |
| YTD | +13.2% | +56.1% | -42.9% | +1.8% |
| 1Y | +10.1% | +69.6% | -59.5% | -2.9% |
| 3Y | +103.1% | +87.7% | +15.4% | +71.9% |
| 5Y | +115.5% | +28.6% | +86.9% | +95.0% |
| 10Y | +195.5% | +59.8% | +135.7% | +141.4% |
| All | +5,678.5% | +5,152.6% | +525.9% | +2,552.5% |
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