+368.6%
ASX vs BEN
+86.4%
+282.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.5% | -2.3% |
| 7D | +12.4% | +6.8% | +5.6% | +9.1% |
| 30D | -19.8% | +18.0% | -37.8% | -25.1% |
| 3M | -10.3% | +7.5% | -17.8% | -12.8% |
| 6M | +1.2% | +14.7% | -13.5% | -4.0% |
| YTD | +123.0% | +56.1% | +66.9% | +86.9% |
| 1Y | +145.4% | +69.6% | +75.8% | +99.2% |
| 3Y | +368.6% | +87.7% | +280.9% | +251.1% |
| All | +368.6% | +86.4% | +282.3% | +251.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling