+1.5%
SMR vs BEN
+43.9%
-42.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.3% | -4.2% | -4.6% |
| 7D | +4.7% | +0.3% | +4.4% | +4.4% |
| 30D | +3.2% | +0.9% | +2.3% | +2.5% |
| 3M | +9.9% | +9.2% | +0.7% | +3.2% |
| 6M | -15.1% | +36.8% | -51.9% | -31.7% |
| YTD | -27.9% | +44.4% | -72.3% | -44.2% |
| 1Y | -70.2% | +45.8% | -116.1% | -77.1% |
| 3Y | +72.5% | +52.5% | +19.9% | +26.3% |
| All | +1.5% | +43.9% | -42.4% | -29.1% |
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