-63.2%
SPCH vs BEN
+4.9%
-68.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +4.7% | -12.2% | -11.1% |
| 7D | -13.4% | +6.7% | -20.1% | -17.8% |
| 30D | -39.6% | +3.0% | -42.6% | -40.9% |
| 3M | -1.4% | -4.3% | +2.9% | +5.1% |
| All | -63.2% | +4.9% | -68.1% | -61.4% |
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 1y: 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…
1y analysis · Full analysis span regression · Available span rolling