+361.6%
PSX vs BEN
+58.7%
+302.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.3% | +0.6% |
| 7D | +7.8% | +6.8% | +1.0% | +4.5% |
| 30D | -10.9% | +18.0% | -28.9% | -17.8% |
| 3M | +14.5% | +7.5% | +7.0% | +9.9% |
| 6M | +56.1% | +14.7% | +41.4% | +43.9% |
| YTD | +109.6% | +56.1% | +53.5% | +63.8% |
| 1Y | +95.5% | +69.6% | +25.9% | +46.4% |
| 3Y | +156.2% | +87.7% | +68.5% | +74.1% |
| 5Y | +310.0% | +28.6% | +281.4% | +229.5% |
| All | +361.6% | +58.7% | +302.9% | +171.5% |
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