+386.6%
PSX vs BEN
+53.7%
+332.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.2% | +1.3% |
| 7D | +1.8% | +3.4% | -1.5% | +0.2% |
| 30D | +21.6% | +1.8% | +19.9% | +20.4% |
| 3M | +46.5% | +8.4% | +38.1% | +39.9% |
| 6M | +62.0% | +35.6% | +26.4% | +37.0% |
| YTD | +106.3% | +46.4% | +60.0% | +67.4% |
| 1Y | +103.0% | +46.3% | +56.6% | +63.8% |
| 3Y | +135.5% | +54.6% | +80.9% | +77.8% |
| 5Y | +368.5% | +39.4% | +329.1% | +254.9% |
| 10Y | +386.6% | +57.6% | +329.0% | +193.1% |
| All | +386.6% | +53.7% | +332.9% | +193.1% |
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