+82.3%
PL vs BEN
+39.3%
+43.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.5% | -4.8% | -4.0% |
| 7D | -9.3% | +0.2% | -9.5% | -9.7% |
| 30D | -18.9% | -0.5% | -18.4% | -18.9% |
| 3M | -58.4% | +9.7% | -68.1% | -61.2% |
| 6M | -30.3% | +33.9% | -64.2% | -44.5% |
| YTD | -8.1% | +49.0% | -57.1% | -33.3% |
| 1Y | +180.5% | +42.1% | +138.4% | +111.3% |
| 3Y | +444.1% | +51.9% | +392.3% | +284.7% |
| All | +82.3% | +39.3% | +43.0% | +33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling