+357.1%
PSX vs BEN
+60.1%
+297.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | -0.4% | +7.2% | -7.5% | -3.6% |
| 30D | -8.1% | +14.1% | -22.2% | -14.0% |
| 3M | +15.9% | +9.9% | +6.0% | +10.1% |
| 6M | +49.4% | +17.4% | +32.0% | +36.2% |
| YTD | +104.7% | +57.3% | +47.4% | +59.4% |
| 1Y | +89.1% | +66.9% | +22.2% | +42.7% |
| 3Y | +151.7% | +85.7% | +66.1% | +72.2% |
| 5Y | +298.3% | +31.2% | +267.1% | +216.7% |
| 10Y | +357.1% | +61.0% | +296.0% | +164.4% |
| All | +357.1% | +60.1% | +297.0% | +164.4% |
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