+389.7%
TPR vs BEN
+70.4%
+319.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.3% | -3.9% | -1.5% |
| 7D | +12.7% | +12.2% | +0.5% | +4.2% |
| 30D | +17.1% | +12.1% | +5.0% | +8.3% |
| 3M | -15.9% | +7.3% | -23.2% | -20.3% |
| 6M | +2.6% | +17.9% | -15.3% | -9.0% |
| YTD | +7.5% | +55.4% | -47.9% | -21.0% |
| 1Y | +32.9% | +69.3% | -36.4% | -7.7% |
| 3Y | +413.8% | +82.8% | +331.0% | +222.8% |
| 5Y | +263.9% | +28.8% | +235.1% | +185.8% |
| 10Y | +389.7% | +53.9% | +335.8% | +169.5% |
| All | +389.7% | +70.4% | +319.3% | +169.5% |
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