+3,306.4%
V vs BEN
+118.1%
+3,188.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.3% | -6.5% | -2.7% |
| 7D | -0.8% | +12.2% | -13.0% | -5.5% |
| 30D | +9.5% | +12.1% | -2.6% | +4.3% |
| 3M | +16.7% | +7.3% | +9.4% | +13.0% |
| 6M | +32.9% | +17.9% | +15.1% | +23.3% |
| YTD | +21.1% | +55.4% | -34.3% | -0.6% |
| 1Y | +26.6% | +69.3% | -42.7% | +0.3% |
| 3Y | +78.4% | +82.8% | -4.5% | +31.4% |
| 5Y | +105.5% | +28.8% | +76.7% | +71.2% |
| 10Y | +444.2% | +53.9% | +390.4% | +276.9% |
| All | +3,306.4% | +118.1% | +3,188.3% | +1,558.3% |
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