+3,310.4%
V vs BEN
+105.1%
+3,205.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.7% | -4.7% | -1.9% |
| 7D | +2.2% | +6.6% | -4.4% | -0.5% |
| 30D | +13.6% | +3.8% | +9.7% | +11.7% |
| 3M | +14.3% | +0.2% | +14.1% | +13.9% |
| 6M | +33.1% | +10.4% | +22.6% | +26.8% |
| YTD | +21.2% | +46.2% | -24.9% | +2.2% |
| 1Y | +26.4% | +52.3% | -25.8% | +4.7% |
| 3Y | +77.6% | +65.9% | +11.6% | +36.3% |
| 5Y | +102.6% | +20.6% | +82.0% | +73.6% |
| 10Y | +464.4% | +64.8% | +399.6% | +275.7% |
| All | +3,310.4% | +105.1% | +3,205.2% | +1,604.2% |
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 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