+66.9%
T vs BEN
+56.7%
+10.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +1.9% |
| 7D | -2.4% | +0.3% | -2.8% | -2.6% |
| 30D | +4.3% | +0.9% | +3.4% | +4.0% |
| 3M | +11.6% | +9.2% | +2.4% | +8.7% |
| 6M | -5.6% | +36.8% | -42.4% | -14.0% |
| YTD | +6.6% | +44.4% | -37.8% | -4.7% |
| 1Y | -8.4% | +45.8% | -54.2% | -18.5% |
| 3Y | +107.8% | +52.5% | +55.3% | +77.2% |
| 5Y | +68.3% | +37.7% | +30.6% | +43.5% |
| All | +66.9% | +56.7% | +10.2% | +22.6% |
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