+403.1%
PL vs BEN
+56.2%
+346.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -4.9% | -5.2% | -5.8% |
| 7D | -20.5% | -0.4% | -20.1% | -20.3% |
| 30D | -38.8% | -0.7% | -38.1% | -38.4% |
| 3M | -49.1% | -6.8% | -42.3% | -46.1% |
| 6M | -69.4% | +7.9% | -77.3% | -71.1% |
| YTD | -42.3% | +39.6% | -81.9% | -57.8% |
| 1Y | -14.2% | +48.5% | -62.7% | -41.1% |
| All | +403.1% | +56.2% | +346.9% | +231.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling