+1,425.7%
PBR vs BEN
+527.2%
+898.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.1% |
| 7D | -1.0% | +6.8% | -7.8% | -5.0% |
| 30D | -29.3% | +18.0% | -47.3% | -36.4% |
| 3M | +5.5% | +7.5% | -1.9% | -0.3% |
| 6M | -2.9% | +14.7% | -17.6% | -12.7% |
| YTD | +61.5% | +56.1% | +5.4% | +18.2% |
| 1Y | +46.9% | +69.6% | -22.7% | +2.0% |
| 3Y | +66.4% | +87.7% | -21.2% | +1.2% |
| 5Y | +460.3% | +28.6% | +431.7% | +302.1% |
| 10Y | +564.6% | +59.8% | +504.8% | +282.9% |
| All | +1,425.7% | +527.2% | +898.5% | +351.0% |
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