+196.4%
SO vs BEN
+58.7%
+137.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +1.1% |
| 7D | +1.4% | +6.8% | -5.4% | 0.0% |
| 30D | +4.7% | +18.0% | -13.3% | +1.0% |
| 3M | +1.7% | +7.5% | -5.8% | 0.0% |
| 6M | +2.2% | +14.7% | -12.6% | -1.2% |
| YTD | +10.0% | +56.1% | -46.1% | -1.2% |
| 1Y | +6.0% | +69.6% | -63.5% | -6.5% |
| 3Y | +54.1% | +87.7% | -33.6% | +29.1% |
| 5Y | +79.6% | +28.6% | +51.0% | +62.6% |
| All | +196.4% | +58.7% | +137.7% | +101.1% |
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