+64.8%
PR vs BEN
+70.4%
-5.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.3% | -7.4% | -4.5% |
| 7D | -12.4% | +12.2% | -24.6% | -18.1% |
| 30D | -6.6% | +12.1% | -18.7% | -12.9% |
| 3M | +7.5% | +7.3% | +0.2% | +2.3% |
| 6M | +10.8% | +17.9% | -7.1% | -1.3% |
| YTD | +57.0% | +55.4% | +1.6% | +16.7% |
| 1Y | +67.9% | +69.3% | -1.4% | +18.3% |
| 3Y | +87.6% | +82.8% | +4.8% | +19.6% |
| 5Y | +220.4% | +28.8% | +191.6% | +149.6% |
| 10Y | +64.8% | +53.9% | +10.9% | +27.3% |
| All | +64.8% | +70.4% | -5.6% | +27.3% |
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