+17.6%
ABNB vs BEN
+87.5%
-69.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -6.5% | -3.1% | -3.3% | -4.9% |
| 30D | -5.5% | +0.2% | -5.7% | -5.7% |
| 3M | +30.0% | +6.8% | +23.2% | +24.8% |
| 6M | +27.6% | +38.1% | -10.5% | +5.6% |
| YTD | +25.4% | +44.3% | -18.9% | +0.9% |
| 1Y | +38.3% | +42.6% | -4.3% | +11.6% |
| 3Y | +15.5% | +52.3% | -36.8% | -13.2% |
| 5Y | +3.0% | +37.6% | -34.6% | -20.8% |
| All | +17.6% | +87.5% | -69.9% | -13.2% |
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