+454.5%
TEAM vs BEN
+60.1%
+394.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | -19.7% | +7.2% | -26.9% | -22.1% |
| 30D | -26.6% | +14.1% | -40.7% | -30.5% |
| 3M | -1.1% | +9.9% | -11.0% | -5.1% |
| 6M | +74.6% | +17.4% | +57.2% | +62.5% |
| YTD | -6.0% | +57.3% | -63.3% | -22.3% |
| 1Y | -3.2% | +66.9% | -70.2% | -21.9% |
| 3Y | -13.5% | +85.7% | -99.2% | -33.8% |
| 5Y | -65.5% | +31.2% | -96.7% | -71.5% |
| 10Y | +454.5% | +61.0% | +393.5% | +331.4% |
| All | +454.5% | +60.1% | +394.5% | +331.4% |
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