+38.3%
S vs BEN
+86.4%
-48.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.6% |
| 7D | +2.0% | +6.8% | -4.8% | -1.1% |
| 30D | -2.7% | +18.0% | -20.7% | -10.0% |
| 3M | -6.9% | +7.5% | -14.3% | -10.1% |
| 6M | +38.1% | +14.7% | +23.4% | +28.9% |
| YTD | +48.0% | +56.1% | -8.1% | +18.2% |
| 1Y | +34.5% | +69.6% | -35.1% | +2.9% |
| 3Y | +38.3% | +87.7% | -49.4% | -4.3% |
| All | +38.3% | +86.4% | -48.0% | -4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling