+355.0%
SE vs BEN
+30.1%
+325.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | 0.0% | -3.7% | -3.7% |
| 7D | -7.7% | +7.2% | -14.9% | -10.9% |
| 30D | -22.8% | +14.1% | -36.9% | -27.7% |
| 3M | -43.7% | +9.9% | -53.7% | -46.4% |
| 6M | -12.8% | +17.4% | -30.2% | -19.9% |
| YTD | -42.0% | +57.3% | -99.3% | -54.0% |
| 1Y | -48.0% | +66.9% | -114.9% | -60.0% |
| 3Y | +62.7% | +85.7% | -23.0% | +12.7% |
| 5Y | -77.8% | +31.2% | -109.0% | -81.8% |
| All | +355.0% | +30.1% | +325.0% | +282.4% |
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