+311.2%
TPR vs BEN
+56.5%
+254.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.6% |
| 7D | -3.4% | +4.7% | -8.1% | -6.2% |
| 30D | -27.3% | +2.6% | -29.9% | -28.6% |
| 3M | -16.2% | +11.5% | -27.7% | -22.2% |
| 6M | -17.9% | +35.3% | -53.2% | -33.0% |
| YTD | -7.1% | +48.6% | -55.8% | -29.0% |
| 1Y | +13.6% | +46.7% | -33.1% | -13.1% |
| 3Y | +293.7% | +57.0% | +236.7% | +177.1% |
| 5Y | +239.1% | +41.8% | +197.3% | +148.7% |
| 10Y | +311.2% | +55.2% | +256.0% | +137.2% |
| All | +311.2% | +56.5% | +254.7% | +137.2% |
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