+7,716.4%
TPR vs BEN
+411.6%
+7,304.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.5% | -3.5% | -2.2% |
| 7D | -2.3% | +0.2% | -2.5% | -2.5% |
| 30D | -23.0% | -0.5% | -22.4% | -23.0% |
| 3M | -12.5% | +9.7% | -22.2% | -17.9% |
| 6M | -21.4% | +33.9% | -55.3% | -35.5% |
| YTD | -3.5% | +49.0% | -52.5% | -26.3% |
| 1Y | +17.4% | +42.1% | -24.8% | -8.3% |
| 3Y | +291.3% | +51.9% | +239.4% | +182.1% |
| 5Y | +241.9% | +39.0% | +202.9% | +155.8% |
| 10Y | +322.7% | +57.9% | +264.8% | +171.3% |
| All | +7,716.4% | +411.6% | +7,304.8% | +1,521.9% |
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