+262.0%
TER vs BEN
+57.6%
+204.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.5% | +2.0% | +3.6% |
| 7D | +0.6% | +0.2% | +0.4% | +0.5% |
| 30D | -8.3% | -0.5% | -7.7% | -7.9% |
| 3M | -12.2% | +9.7% | -21.9% | -16.5% |
| 6M | +17.1% | +33.9% | -16.8% | -0.1% |
| YTD | +84.7% | +49.0% | +35.7% | +48.6% |
| 1Y | +199.9% | +42.1% | +157.8% | +146.6% |
| All | +262.0% | +57.6% | +204.5% | +170.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling