+26.8%
PH vs BEN
+45.3%
-18.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.9% | -0.2% |
| 7D | 0.0% | +3.4% | -3.4% | -1.0% |
| 30D | -10.3% | +1.8% | -12.1% | -10.7% |
| 3M | +5.1% | +8.4% | -3.3% | +2.1% |
| 6M | +2.3% | +35.6% | -33.3% | -8.3% |
| YTD | +8.7% | +46.4% | -37.7% | -5.8% |
| 1Y | +26.8% | +46.3% | -19.6% | +8.2% |
| All | +26.8% | +45.3% | -18.6% | +8.2% |
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