+5,387.7%
O vs BEN
+1,725.0%
+3,662.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.5% | -4.3% | -1.9% |
| 7D | -0.7% | +0.2% | -1.0% | -0.9% |
| 30D | -1.9% | -0.5% | -1.3% | -1.8% |
| 3M | +3.8% | +9.7% | -5.9% | +0.3% |
| 6M | -4.7% | +33.9% | -38.7% | -14.3% |
| YTD | +12.5% | +49.0% | -36.5% | -2.7% |
| 1Y | +10.8% | +42.1% | -31.3% | -2.9% |
| 3Y | +28.8% | +51.9% | -23.1% | +7.2% |
| 5Y | +13.2% | +39.0% | -25.8% | -6.0% |
| 10Y | +53.5% | +57.9% | -4.4% | +12.1% |
| All | +5,387.7% | +1,725.0% | +3,662.8% | +2,376.1% |
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