+238.6%
P vs BEN
+19.4%
+219.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.7% | -1.2% | +1.2% |
| 7D | -23.8% | +6.6% | -30.4% | -26.0% |
| 30D | -36.6% | +3.8% | -40.5% | -37.7% |
| 3M | +10.9% | +0.2% | +10.7% | +11.0% |
| 6M | +30.0% | +10.4% | +19.5% | +24.1% |
| YTD | +44.4% | +46.2% | -1.8% | +19.4% |
| 1Y | +3.9% | +52.3% | -48.3% | -16.3% |
| 3Y | +176.6% | +65.9% | +110.6% | +104.4% |
| All | +238.6% | +19.4% | +219.2% | +204.4% |
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