+1,149.3%
PSX vs BEN
+58.7%
+1,090.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.2% |
| 7D | +6.4% | +11.3% | -4.9% | +0.9% |
| 30D | -10.2% | +15.0% | -25.2% | -16.6% |
| 3M | +17.2% | +7.8% | +9.3% | +12.0% |
| 6M | +51.8% | +15.5% | +36.3% | +38.8% |
| YTD | +108.0% | +55.4% | +52.6% | +61.1% |
| 1Y | +96.1% | +63.3% | +32.9% | +47.8% |
| 3Y | +155.9% | +83.4% | +72.4% | +73.5% |
| 5Y | +306.9% | +28.1% | +278.8% | +222.8% |
| 10Y | +364.5% | +59.1% | +305.4% | +185.0% |
| All | +1,149.3% | +58.7% | +1,090.5% | +581.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling