+284.7%
P vs BEN
+28.2%
+256.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.4% | -2.1% |
| 7D | +11.6% | +6.8% | +4.8% | +8.0% |
| 30D | -23.7% | +18.0% | -41.7% | -29.6% |
| 3M | -8.0% | +7.5% | -15.4% | -11.0% |
| 6M | +27.9% | +14.7% | +13.2% | +19.7% |
| YTD | +61.2% | +56.1% | +5.1% | +28.9% |
| 1Y | +28.6% | +69.6% | -41.0% | -1.9% |
| 3Y | +200.5% | +87.7% | +112.8% | +108.3% |
| All | +284.7% | +28.2% | +256.5% | +232.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling