+5,059.0%
NI vs BEN
+4,913.3%
+145.6%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.5% | -4.2% | -1.4% |
| 7D | +2.0% | +0.2% | +1.8% | +1.9% |
| 30D | -3.5% | -0.5% | -3.0% | -3.5% |
| 3M | -9.1% | +9.7% | -18.8% | -11.1% |
| 6M | -11.8% | +33.9% | -45.7% | -17.8% |
| YTD | +1.1% | +49.0% | -47.9% | -8.0% |
| 1Y | +6.7% | +42.1% | -35.4% | -2.1% |
| 3Y | +71.1% | +51.9% | +19.2% | +51.8% |
| 5Y | +94.3% | +39.0% | +55.3% | +72.2% |
| 10Y | +135.8% | +57.9% | +77.9% | +92.9% |
| All | +5,059.0% | +4,913.3% | +145.6% | +2,295.8% |
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