+568.6%
SE vs BEN
+21.0%
+547.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.5% | -2.5% | -3.3% |
| 7D | -3.6% | +3.4% | -7.0% | -5.2% |
| 30D | -5.3% | +1.8% | -7.1% | -6.2% |
| 3M | +28.1% | +8.4% | +19.7% | +22.8% |
| 6M | +20.7% | +35.6% | -15.0% | +3.3% |
| YTD | -14.8% | +46.4% | -61.1% | -29.8% |
| 1Y | -43.6% | +46.3% | -89.9% | -53.7% |
| 3Y | +184.2% | +54.6% | +129.6% | +116.9% |
| 5Y | -66.3% | +39.4% | -105.7% | -72.6% |
| All | +568.6% | +21.0% | +547.6% | +483.3% |
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 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