+96.9%
PSX vs BEN
+56.2%
+40.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.7% | -9.2% | -3.8% |
| 7D | -5.2% | +6.7% | -11.9% | -4.2% |
| 30D | -3.7% | +3.0% | -6.8% | -3.0% |
| 3M | +26.8% | -4.3% | +31.1% | +27.0% |
| 6M | +47.3% | +16.4% | +30.9% | +48.6% |
| YTD | +105.4% | +46.8% | +58.6% | +101.7% |
| 1Y | +96.9% | +57.3% | +39.6% | +89.3% |
| All | +96.9% | +56.2% | +40.7% | +89.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling