+40.4%
PL vs BEN
+58.6%
-18.2%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -2.2% |
| 7D | +22.3% | +11.3% | +10.9% | +13.6% |
| 30D | -8.3% | +15.0% | -23.3% | -16.8% |
| 3M | -43.3% | +7.8% | -51.1% | -46.1% |
| 6M | -65.8% | +15.5% | -81.3% | -68.9% |
| YTD | -29.5% | +55.4% | -84.9% | -48.9% |
| 1Y | +11.7% | +63.3% | -51.5% | -21.7% |
| 3Y | +540.6% | +83.4% | +457.1% | +316.5% |
| 5Y | +32.9% | +28.1% | +4.8% | -4.4% |
| All | +40.4% | +58.6% | -18.2% | +0.2% |
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 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