+842.6%
ASX vs BEN
+70.4%
+772.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +6.3% | +2.3% | +5.8% |
| 7D | -12.3% | +12.2% | -24.5% | -16.3% |
| 30D | -26.0% | +12.1% | -38.1% | -29.3% |
| 3M | -8.1% | +7.3% | -15.4% | -10.5% |
| 6M | +1.4% | +17.9% | -16.5% | -5.1% |
| YTD | +115.6% | +55.4% | +60.1% | +78.4% |
| 1Y | +128.0% | +69.3% | +58.7% | +81.7% |
| 3Y | +371.4% | +82.8% | +288.6% | +251.7% |
| 5Y | +469.4% | +28.8% | +440.6% | +381.8% |
| 10Y | +842.6% | +53.9% | +788.8% | +566.1% |
| All | +842.6% | +70.4% | +772.2% | +566.1% |
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