+398.8%
SN vs BEN
+63.5%
+335.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.7% | -2.0% | +0.1% |
| 7D | +7.2% | +6.6% | +0.6% | +3.4% |
| 30D | +20.4% | +3.8% | +16.5% | +17.8% |
| 3M | +23.9% | +0.2% | +23.7% | +23.5% |
| 6M | +93.0% | +10.4% | +82.6% | +80.9% |
| YTD | +99.2% | +46.2% | +53.1% | +57.4% |
| 1Y | +142.6% | +52.3% | +90.3% | +87.1% |
| 3Y | +398.8% | +65.9% | +332.9% | +258.7% |
| All | +398.8% | +63.5% | +335.3% | +258.7% |
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