+14,183.4%
TER vs BEN
+4,913.3%
+9,270.1%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.5% | +2.0% | +3.5% |
| 7D | +0.6% | +0.2% | +0.4% | +0.6% |
| 30D | -8.3% | -0.5% | -7.7% | -7.9% |
| 3M | -12.2% | +9.7% | -21.9% | -16.6% |
| 6M | +17.1% | +33.9% | -16.8% | -0.6% |
| YTD | +84.7% | +49.0% | +35.7% | +47.4% |
| 1Y | +199.9% | +42.1% | +157.8% | +144.8% |
| 3Y | +232.8% | +51.9% | +180.9% | +155.1% |
| 5Y | +198.6% | +39.0% | +159.5% | +139.8% |
| 10Y | +1,669.7% | +57.9% | +1,611.9% | +1,106.4% |
| All | +14,183.4% | +4,913.3% | +9,270.1% | +2,246.6% |
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