+1,006.2%
TER vs BEN
+55.0%
+951.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.9% |
| 7D | -8.9% | +12.1% | -21.0% | -14.4% |
| 30D | -39.1% | +13.4% | -52.5% | -43.1% |
| 3M | -32.8% | +9.4% | -42.1% | -35.9% |
| 6M | -31.7% | +19.3% | -51.0% | -38.2% |
| YTD | +26.9% | +57.3% | -30.3% | -2.1% |
| 1Y | +33.6% | +69.1% | -35.5% | -1.1% |
| 3Y | +181.5% | +85.6% | +95.9% | +91.4% |
| 5Y | +76.1% | +32.9% | +43.2% | +42.6% |
| 10Y | +1,006.2% | +58.3% | +947.9% | +656.8% |
| All | +1,006.2% | +55.0% | +951.2% | +656.8% |
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