+371.7%
TPR vs BEN
+60.1%
+311.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +6.4% | +7.2% | -0.8% | +1.3% |
| 30D | +13.8% | +14.1% | -0.4% | +4.1% |
| 3M | -16.6% | +9.9% | -26.6% | -22.2% |
| 6M | +0.7% | +17.4% | -16.7% | -10.5% |
| YTD | +5.3% | +57.3% | -52.0% | -23.2% |
| 1Y | +32.4% | +66.9% | -34.6% | -7.2% |
| 3Y | +406.4% | +85.7% | +320.7% | +214.8% |
| 5Y | +227.9% | +31.2% | +196.7% | +154.3% |
| 10Y | +371.7% | +61.0% | +310.7% | +151.7% |
| All | +371.7% | +60.1% | +311.7% | +151.7% |
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