+210.1%
W vs BEN
+58.7%
+151.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | -0.1% | 0.0% |
| 7D | +0.2% | +6.8% | -6.6% | -5.2% |
| 30D | +6.8% | +18.0% | -11.2% | -6.6% |
| 3M | +10.7% | +7.5% | +3.2% | +4.4% |
| 6M | +86.3% | +14.7% | +71.6% | +67.9% |
| YTD | +11.5% | +56.1% | -44.6% | -22.7% |
| 1Y | +5.1% | +69.6% | -64.5% | -31.9% |
| 3Y | +171.0% | +87.7% | +83.3% | +65.6% |
| 5Y | -56.6% | +28.6% | -85.3% | -64.1% |
| All | +210.1% | +58.7% | +151.4% | +103.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling