+8,398.6%
TPR vs BEN
+401.9%
+7,996.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.7% | -5.7% | -4.0% |
| 7D | +14.2% | +6.6% | +7.6% | +9.2% |
| 30D | +17.1% | +3.8% | +13.2% | +13.8% |
| 3M | -17.7% | +0.2% | -17.9% | -18.5% |
| 6M | -10.2% | +10.4% | -20.6% | -16.7% |
| YTD | +4.9% | +46.2% | -41.3% | -19.4% |
| 1Y | +36.1% | +52.3% | -16.1% | +1.7% |
| 3Y | +416.5% | +65.9% | +350.5% | +250.1% |
| 5Y | +254.8% | +20.6% | +234.2% | +192.5% |
| 10Y | +391.7% | +64.8% | +327.0% | +206.2% |
| All | +8,398.6% | +401.9% | +7,996.7% | +1,674.8% |
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