+14.4%
PH vs BEN
+65.1%
-50.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.5% | -0.2% |
| 7D | +4.3% | +6.8% | -2.4% | +2.3% |
| 30D | +0.1% | +18.0% | -17.8% | -4.6% |
| 3M | -9.4% | +7.5% | -16.8% | -11.3% |
| 6M | +8.8% | +14.7% | -6.0% | +3.8% |
| YTD | +9.6% | +56.1% | -46.5% | -7.0% |
| 1Y | +14.4% | +69.6% | -55.1% | -6.0% |
| All | +14.4% | +65.1% | -50.6% | -6.0% |
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 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