+162.2%
W vs BEN
+53.7%
+108.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +1.4% |
| 7D | +5.9% | +3.4% | +2.5% | +3.1% |
| 30D | -3.0% | +1.8% | -4.8% | -4.4% |
| 3M | +40.3% | +8.4% | +32.0% | +32.1% |
| 6M | +32.2% | +35.6% | -3.4% | +3.5% |
| YTD | -0.3% | +46.4% | -46.7% | -26.8% |
| 1Y | +16.2% | +46.3% | -30.2% | -15.0% |
| 3Y | +40.7% | +54.6% | -13.9% | +1.2% |
| 5Y | -62.3% | +39.4% | -101.7% | -69.2% |
| 10Y | +162.2% | +57.6% | +104.7% | +74.9% |
| All | +162.2% | +53.7% | +108.5% | +74.9% |
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 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