-9.9%
ABNB vs BEN
+28.2%
-38.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.7% | +2.8% |
| 7D | -1.7% | +6.8% | -8.5% | -5.8% |
| 30D | +11.8% | +18.0% | -6.2% | +0.9% |
| 3M | +0.9% | +7.5% | -6.6% | -3.7% |
| 6M | +40.5% | +14.7% | +25.8% | +27.6% |
| YTD | +37.6% | +56.1% | -18.5% | +1.4% |
| 1Y | +54.1% | +69.6% | -15.5% | +7.6% |
| 3Y | +56.8% | +87.7% | -30.9% | -4.8% |
| All | -9.9% | +28.2% | -38.1% | -24.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling