+808.8%
NOW vs BEN
+57.9%
+750.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.5% | -6.5% | -4.3% |
| 7D | -2.4% | +0.2% | -2.6% | -2.5% |
| 30D | +20.5% | -0.5% | +21.1% | +20.6% |
| 3M | +18.3% | +9.7% | +8.6% | +13.8% |
| 6M | +24.1% | +33.9% | -9.8% | +9.9% |
| YTD | -7.8% | +49.0% | -56.8% | -21.8% |
| 1Y | -21.4% | +42.1% | -63.5% | -32.3% |
| 3Y | +19.5% | +51.9% | -32.3% | -2.8% |
| 5Y | +4.1% | +39.0% | -35.0% | -13.8% |
| All | +808.8% | +57.9% | +750.8% | +553.3% |
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