+3,552.3%
ASX vs BEN
+395.6%
+3,156.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.5% | -3.3% | -1.5% |
| 7D | -0.7% | +0.2% | -0.9% | -0.9% |
| 30D | +2.0% | -0.5% | +2.5% | +2.1% |
| 3M | -1.3% | +9.7% | -11.1% | -5.5% |
| 6M | +71.4% | +33.9% | +37.5% | +49.0% |
| YTD | +135.3% | +49.0% | +86.3% | +93.5% |
| 1Y | +267.5% | +42.1% | +225.4% | +207.2% |
| 3Y | +388.5% | +51.9% | +336.6% | +283.7% |
| 5Y | +417.1% | +39.0% | +378.1% | +317.4% |
| 10Y | +872.7% | +57.9% | +814.9% | +560.6% |
| All | +3,552.3% | +395.6% | +3,156.7% | +774.5% |
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