-9.8%
T vs BEN
+65.1%
-74.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | 0.0% |
| 7D | +2.5% | +6.8% | -4.2% | +2.6% |
| 30D | -3.8% | +18.0% | -21.8% | -3.5% |
| 3M | -8.7% | +7.5% | -16.2% | -8.8% |
| 6M | -8.1% | +14.7% | -22.8% | -7.7% |
| YTD | -6.4% | +56.1% | -62.5% | -7.6% |
| 1Y | -9.8% | +69.6% | -79.3% | -11.7% |
| All | -9.8% | +65.1% | -74.8% | -11.7% |
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