+5,283.0%
O vs BEN
+1,804.1%
+3,478.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.3% | -5.6% | -1.3% |
| 7D | +3.3% | +12.2% | -8.9% | -0.7% |
| 30D | +10.3% | +12.1% | -1.7% | +6.0% |
| 3M | -3.5% | +7.3% | -10.8% | -6.0% |
| 6M | -1.3% | +17.9% | -19.1% | -7.3% |
| YTD | +10.3% | +55.4% | -45.1% | -6.1% |
| 1Y | +10.4% | +69.3% | -58.9% | -8.8% |
| 3Y | +40.0% | +82.8% | -42.8% | +9.2% |
| 5Y | +12.4% | +28.8% | -16.4% | -3.8% |
| 10Y | +78.2% | +53.9% | +24.3% | +32.1% |
| All | +5,283.0% | +1,804.1% | +3,478.8% | +2,288.3% |
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 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