+1,895.7%
TER vs BEN
+53.7%
+1,842.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.5% | +4.7% | +4.0% |
| 7D | +12.4% | +3.4% | +9.0% | +10.3% |
| 30D | +5.1% | +1.8% | +3.3% | +4.2% |
| 3M | +4.0% | +8.4% | -4.4% | -0.7% |
| 6M | +29.5% | +35.6% | -6.1% | +9.0% |
| YTD | +98.5% | +46.4% | +52.1% | +59.7% |
| 1Y | +234.1% | +46.3% | +187.8% | +168.0% |
| 3Y | +289.0% | +54.6% | +234.4% | +194.0% |
| 5Y | +228.2% | +39.4% | +188.8% | +160.0% |
| 10Y | +1,895.7% | +57.6% | +1,838.1% | +1,312.1% |
| All | +1,895.7% | +53.7% | +1,842.0% | +1,312.1% |
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 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