+30.1%
Q vs BEN
+64.4%
-34.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.3% | -1.9% |
| 7D | +4.0% | +12.1% | -8.1% | -3.4% |
| 30D | -2.3% | +13.4% | -15.7% | -9.9% |
| 3M | -7.9% | +9.4% | -17.3% | -13.2% |
| 6M | -16.0% | +19.3% | -35.2% | -25.1% |
| YTD | +51.7% | +57.3% | -5.6% | +12.5% |
| 1Y | +28.3% | +69.1% | -40.8% | -8.3% |
| All | +30.1% | +64.4% | -34.4% | -6.1% |
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