+23,761.0%
PH vs BEN
+4,913.3%
+18,847.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.7% | -1.8% |
| 7D | -3.1% | +0.2% | -3.3% | -3.2% |
| 30D | -3.2% | -0.5% | -2.7% | -3.1% |
| 3M | +10.6% | +9.7% | +0.9% | +5.8% |
| 6M | -2.1% | +33.9% | -36.0% | -14.8% |
| YTD | +10.2% | +49.0% | -38.8% | -8.7% |
| 1Y | +28.2% | +42.1% | -13.9% | +8.1% |
| 3Y | +134.9% | +51.9% | +83.0% | +88.5% |
| 5Y | +253.6% | +39.0% | +214.6% | +189.8% |
| 10Y | +804.7% | +57.9% | +746.9% | +580.1% |
| All | +23,761.0% | +4,913.3% | +18,847.7% | +6,671.3% |
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