+26.8%
PL vs BEN
+49.2%
-22.4%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +4.7% | +5.7% | +6.9% |
| 7D | -6.8% | +6.6% | -13.4% | -11.0% |
| 30D | -29.3% | +3.8% | -33.1% | -31.0% |
| 3M | -44.8% | +0.2% | -45.0% | -44.8% |
| 6M | -68.4% | +10.4% | -78.8% | -70.3% |
| YTD | -36.4% | +46.2% | -82.5% | -51.9% |
| 1Y | +0.7% | +52.3% | -51.5% | -26.1% |
| 3Y | +455.3% | +65.9% | +389.4% | +285.0% |
| 5Y | +22.7% | +20.6% | +2.1% | -8.0% |
| All | +26.8% | +49.2% | -22.4% | -5.7% |
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