+6,352.9%
SO vs BEN
+5,130.7%
+1,222.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.3% | -5.0% | +0.4% |
| 7D | -1.1% | +12.2% | -13.3% | -2.9% |
| 30D | +8.6% | +12.1% | -3.5% | +6.6% |
| 3M | +1.8% | +7.3% | -5.5% | +0.5% |
| 6M | +3.6% | +17.9% | -14.3% | +0.7% |
| YTD | +9.9% | +55.4% | -45.5% | +2.1% |
| 1Y | +5.7% | +69.3% | -63.6% | -3.2% |
| 3Y | +52.5% | +82.8% | -30.3% | +36.0% |
| 5Y | +77.3% | +28.8% | +48.5% | +64.8% |
| 10Y | +186.8% | +53.9% | +132.9% | +148.5% |
| All | +6,352.9% | +5,130.7% | +1,222.2% | +3,208.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling