+3,029.2%
SPY vs BEN
+1,816.4%
+1,212.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.3% | -4.0% | +0.1% |
| 7D | +0.1% | +12.2% | -12.1% | -4.1% |
| 30D | -3.3% | +12.1% | -15.4% | -7.4% |
| 3M | -2.4% | +7.3% | -9.7% | -5.1% |
| 6M | +2.6% | +17.9% | -15.3% | -3.9% |
| YTD | +11.2% | +55.4% | -44.2% | -6.2% |
| 1Y | +13.4% | +69.3% | -55.9% | -7.4% |
| 3Y | +79.9% | +82.8% | -2.9% | +38.8% |
| 5Y | +72.2% | +28.8% | +43.4% | +48.3% |
| 10Y | +307.3% | +53.9% | +253.4% | +205.3% |
| All | +3,029.2% | +1,816.4% | +1,212.8% | +997.1% |
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 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