+82.2%
PR vs BEN
+58.0%
+24.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.2% | +3.2% | +2.7% |
| 7D | +6.7% | +11.3% | -4.6% | +0.4% |
| 30D | -6.1% | +15.0% | -21.2% | -13.7% |
| 3M | +6.9% | +7.8% | -1.0% | +1.4% |
| 6M | +14.6% | +15.5% | -0.9% | +3.3% |
| YTD | +66.1% | +55.4% | +10.7% | +23.4% |
| 1Y | +77.0% | +63.3% | +13.8% | +27.4% |
| 3Y | +93.8% | +83.4% | +10.4% | +23.2% |
| 5Y | +268.2% | +28.1% | +240.2% | +187.8% |
| All | +82.2% | +58.0% | +24.2% | +44.2% |
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