+1.5%
ABNB vs BEN
+36.2%
-34.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.2% | -0.4% |
| 7D | -9.5% | +0.3% | -9.8% | -9.7% |
| 30D | -9.4% | +0.9% | -10.3% | -9.9% |
| 3M | +29.9% | +9.2% | +20.7% | +22.5% |
| 6M | +26.6% | +36.8% | -10.2% | +3.4% |
| YTD | +23.5% | +44.4% | -20.9% | -2.8% |
| 1Y | +35.8% | +45.8% | -10.0% | +5.7% |
| 3Y | +15.0% | +52.5% | -37.6% | -16.5% |
| 5Y | +1.5% | +37.7% | -36.2% | -22.6% |
| All | +1.5% | +36.2% | -34.8% | -22.6% |
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