+9,741.5%
TER vs BEN
+5,130.7%
+4,610.8%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +6.3% | +6.4% | +9.2% |
| 7D | -5.8% | +12.2% | -17.9% | -11.3% |
| 30D | -38.9% | +12.1% | -51.0% | -42.5% |
| 3M | -35.1% | +7.3% | -42.4% | -37.4% |
| 6M | -31.6% | +17.9% | -49.4% | -37.4% |
| YTD | +27.2% | +55.4% | -28.2% | -0.5% |
| 1Y | +35.2% | +69.3% | -34.1% | +0.9% |
| 3Y | +192.8% | +82.8% | +110.0% | +103.4% |
| 5Y | +72.4% | +28.8% | +43.6% | +45.9% |
| 10Y | +1,001.8% | +53.9% | +948.0% | +669.6% |
| All | +9,741.5% | +5,130.7% | +4,610.8% | +1,483.4% |
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 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