+450.0%
SN vs BEN
+86.4%
+363.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.4% | +2.4% | +2.6% |
| 7D | +1.5% | +6.8% | -5.2% | -2.1% |
| 30D | +21.5% | +18.0% | +3.5% | +10.9% |
| 3M | +20.0% | +7.5% | +12.6% | +15.2% |
| 6M | +119.9% | +14.7% | +105.2% | +102.1% |
| YTD | +102.3% | +56.1% | +46.2% | +54.1% |
| 1Y | +148.0% | +69.6% | +78.4% | +80.2% |
| 3Y | +450.0% | +87.7% | +362.3% | +291.6% |
| All | +450.0% | +86.4% | +363.6% | +291.6% |
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