+414.4%
SPYG vs BEN
+56.6%
+357.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -0.9% | -3.1% | +2.2% | +0.2% |
| 30D | -1.5% | +0.2% | -1.7% | -1.6% |
| 3M | +3.7% | +6.8% | -3.1% | +1.2% |
| 6M | +16.4% | +38.1% | -21.7% | +3.5% |
| YTD | +13.3% | +44.3% | -31.0% | -1.0% |
| 1Y | +17.9% | +42.6% | -24.7% | +3.1% |
| 3Y | +98.3% | +52.3% | +46.0% | +64.6% |
| 5Y | +86.4% | +37.6% | +48.8% | +56.7% |
| All | +414.4% | +56.6% | +357.8% | +285.3% |
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