-7.4%
T vs BEN
+72.3%
-79.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.5% | +0.6% |
| 7D | +2.6% | +12.1% | -9.6% | +2.7% |
| 30D | -1.1% | +13.4% | -14.5% | -1.0% |
| 3M | -7.7% | +9.4% | -17.1% | -7.7% |
| 6M | -10.6% | +19.3% | -29.9% | -10.2% |
| YTD | -7.5% | +57.3% | -64.7% | -8.4% |
| 1Y | -7.4% | +69.1% | -76.5% | -9.1% |
| All | -7.4% | +72.3% | -79.8% | -9.1% |
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 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 · 6 months rolling