+146.2%
SN vs BEN
+68.9%
+77.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +3.5% | +7.2% | -3.7% | -0.2% |
| 30D | +19.4% | +14.1% | +5.3% | +11.5% |
| 3M | +20.9% | +9.9% | +11.0% | +15.0% |
| 6M | +111.1% | +17.4% | +93.7% | +91.1% |
| YTD | +102.8% | +57.3% | +45.5% | +42.9% |
| 1Y | +146.2% | +66.9% | +79.2% | +61.4% |
| All | +146.2% | +68.9% | +77.3% | +61.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling