+662.0%
PBR vs BEN
+56.6%
+605.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +5.4% | -3.1% | +8.5% | +6.8% |
| 30D | +22.9% | +0.2% | +22.7% | +22.4% |
| 3M | +19.6% | +6.8% | +12.8% | +15.2% |
| 6M | +16.5% | +38.1% | -21.6% | -1.6% |
| YTD | +86.7% | +44.3% | +42.3% | +53.4% |
| 1Y | +74.7% | +42.6% | +32.1% | +43.5% |
| 3Y | +102.6% | +52.3% | +50.3% | +53.5% |
| 5Y | +566.6% | +37.6% | +528.9% | +399.1% |
| All | +662.0% | +56.6% | +605.4% | +375.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling