+116.1%
SPG vs BEN
+55.0%
+61.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.5% | 0.0% |
| 7D | +5.6% | +12.1% | -6.6% | -0.7% |
| 30D | +17.6% | +13.4% | +4.2% | +9.9% |
| 3M | +7.5% | +9.4% | -1.9% | +2.1% |
| 6M | +18.5% | +19.3% | -0.7% | +6.9% |
| YTD | +30.9% | +57.3% | -26.3% | +0.9% |
| 1Y | +34.1% | +69.1% | -35.0% | -0.8% |
| 3Y | +135.5% | +85.6% | +49.9% | +58.2% |
| 5Y | +86.5% | +32.9% | +53.6% | +48.1% |
| 10Y | +116.1% | +58.3% | +57.8% | +24.6% |
| All | +116.1% | +55.0% | +61.1% | +24.6% |
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 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