+703.5%
PH vs BEN
+60.0%
+643.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.3% | +0.2% |
| 7D | +2.1% | +12.1% | -10.0% | -4.6% |
| 30D | +0.3% | +13.4% | -13.1% | -7.0% |
| 3M | -8.8% | +9.4% | -18.2% | -13.8% |
| 6M | +10.0% | +19.3% | -9.2% | -1.7% |
| YTD | +10.5% | +57.3% | -46.8% | -17.0% |
| 1Y | +15.5% | +69.1% | -53.6% | -17.0% |
| 3Y | +136.4% | +85.6% | +50.7% | +54.1% |
| 5Y | +213.6% | +32.9% | +180.6% | +144.7% |
| All | +703.5% | +60.0% | +643.5% | +390.1% |
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 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