+2,979.8%
ASX vs BEN
+386.3%
+2,593.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.7% | +1.7% | +4.1% |
| 7D | -19.9% | +6.6% | -26.5% | -22.0% |
| 30D | -30.9% | +3.8% | -34.7% | -31.8% |
| 3M | -15.1% | +0.2% | -15.3% | -14.8% |
| 6M | -6.5% | +10.4% | -16.9% | -10.3% |
| YTD | +98.4% | +46.2% | +52.3% | +65.5% |
| 1Y | +107.9% | +52.3% | +55.6% | +69.7% |
| 3Y | +325.3% | +65.9% | +259.3% | +221.9% |
| 5Y | +447.3% | +20.6% | +426.7% | +378.4% |
| 10Y | +763.2% | +64.8% | +698.4% | +477.3% |
| All | +2,979.8% | +386.3% | +2,593.5% | +648.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling