+31.8%
BA vs BEN
+62.2%
-30.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.7% | -4.2% | -2.2% |
| 7D | +1.1% | +6.6% | -5.5% | -2.7% |
| 30D | -7.9% | +3.8% | -11.8% | -10.2% |
| 3M | -25.3% | +0.2% | -25.5% | -25.7% |
| 6M | -24.6% | +10.4% | -35.0% | -29.1% |
| YTD | -20.1% | +46.2% | -66.3% | -36.7% |
| 1Y | -11.8% | +52.3% | -64.0% | -31.9% |
| 3Y | -10.1% | +65.9% | -76.1% | -37.6% |
| 5Y | -22.7% | +20.6% | -43.3% | -36.0% |
| All | +31.8% | +62.2% | -30.4% | -20.3% |
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