+2,926.4%
V vs BEN
+109.1%
+2,817.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.5% | -4.5% | -2.4% |
| 7D | -1.7% | +0.2% | -1.9% | -1.9% |
| 30D | +2.0% | -0.5% | +2.5% | +2.1% |
| 3M | +17.4% | +9.7% | +7.6% | +12.5% |
| 6M | +17.5% | +33.9% | -16.4% | +3.2% |
| YTD | +7.6% | +49.0% | -41.4% | -9.8% |
| 1Y | +7.7% | +42.1% | -34.4% | -8.2% |
| 3Y | +54.7% | +51.9% | +2.8% | +23.3% |
| 5Y | +73.0% | +39.0% | +34.0% | +38.5% |
| 10Y | +390.9% | +57.9% | +333.0% | +233.8% |
| All | +2,926.4% | +109.1% | +2,817.4% | +1,403.5% |
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 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