+65.2%
PR vs BEN
+62.2%
+3.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.7% | -2.8% | -0.6% |
| 7D | -16.4% | +6.6% | -23.0% | -19.5% |
| 30D | -1.9% | +3.8% | -5.7% | -4.5% |
| 3M | +8.0% | +0.2% | +7.7% | +6.8% |
| 6M | +4.1% | +10.4% | -6.3% | -3.6% |
| YTD | +58.7% | +46.2% | +12.5% | +22.6% |
| 1Y | +75.8% | +52.3% | +23.6% | +32.2% |
| 3Y | +73.2% | +65.9% | +7.2% | +17.8% |
| 5Y | +230.1% | +20.6% | +209.6% | +168.1% |
| All | +65.2% | +62.2% | +3.0% | +29.5% |
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