+485.4%
P vs BEN
+50.4%
+434.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.5% | -2.1% | -0.2% |
| 7D | +6.5% | +0.2% | +6.3% | +6.4% |
| 30D | +18.8% | -0.5% | +19.4% | +18.9% |
| 3M | +26.7% | +9.7% | +17.0% | +21.4% |
| 6M | +62.2% | +33.9% | +28.3% | +41.1% |
| YTD | +48.5% | +49.0% | -0.5% | +22.8% |
| 1Y | +26.4% | +42.1% | -15.7% | +6.0% |
| 3Y | +159.4% | +51.9% | +107.5% | +105.2% |
| 5Y | +275.8% | +39.0% | +236.8% | +201.8% |
| 10Y | +732.0% | +57.9% | +674.2% | +473.1% |
| All | +485.4% | +50.4% | +434.9% | +289.1% |
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