+1,537.1%
SOXX vs BEN
+56.6%
+1,480.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +1.4% | -3.1% | +4.5% | +3.0% |
| 30D | -3.6% | +0.2% | -3.8% | -3.7% |
| 3M | -10.2% | +6.8% | -17.0% | -13.3% |
| 6M | +54.2% | +38.1% | +16.1% | +30.5% |
| YTD | +75.2% | +44.3% | +30.9% | +44.2% |
| 1Y | +107.5% | +42.6% | +64.9% | +71.4% |
| 3Y | +226.8% | +52.3% | +174.5% | +152.4% |
| 5Y | +251.2% | +37.6% | +213.6% | +181.9% |
| All | +1,537.1% | +56.6% | +1,480.5% | +1,103.9% |
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