+69.6%
PBR vs BEN
+42.6%
+27.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.5% | -5.4% | -1.2% |
| 7D | +8.6% | +0.2% | +8.3% | +8.8% |
| 30D | +12.8% | -0.5% | +13.3% | +12.9% |
| 3M | +14.7% | +9.7% | +5.0% | +16.8% |
| 6M | +25.2% | +33.9% | -8.7% | +32.7% |
| YTD | +77.1% | +49.0% | +28.2% | +89.9% |
| 1Y | +69.6% | +42.1% | +27.4% | +74.8% |
| All | +69.6% | +42.6% | +27.0% | +74.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling