+180.7%
ROP vs BEN
+55.0%
+125.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.6% | +0.2% |
| 7D | +0.2% | +12.1% | -12.0% | -3.6% |
| 30D | +30.3% | +13.4% | +16.9% | +24.8% |
| 3M | +17.8% | +9.4% | +8.4% | +14.0% |
| 6M | +38.9% | +19.3% | +19.6% | +30.0% |
| YTD | +7.6% | +57.3% | -49.6% | -8.7% |
| 1Y | +6.5% | +69.1% | -62.6% | -11.9% |
| 3Y | -6.3% | +85.6% | -91.9% | -27.2% |
| 5Y | +0.9% | +32.9% | -32.0% | -13.9% |
| 10Y | +180.7% | +58.3% | +122.4% | +99.6% |
| All | +180.7% | +55.0% | +125.8% | +99.6% |
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