+1,628.8%
T vs BEN
+5,193.4%
-3,564.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.4% | +1.5% |
| 7D | +2.0% | +7.2% | -5.2% | 0.0% |
| 30D | -1.0% | +14.1% | -15.1% | -4.6% |
| 3M | -8.1% | +9.9% | -18.0% | -10.6% |
| 6M | -8.3% | +17.4% | -25.7% | -12.6% |
| YTD | -6.1% | +57.3% | -63.4% | -17.8% |
| 1Y | -7.4% | +66.9% | -74.3% | -20.3% |
| 3Y | +65.4% | +85.7% | -20.2% | +34.4% |
| 5Y | +57.6% | +31.2% | +26.4% | +38.0% |
| 10Y | +61.4% | +61.0% | +0.3% | +26.7% |
| All | +1,628.8% | +5,193.4% | -3,564.6% | +462.2% |
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