+28.1%
BA vs BEN
+70.4%
-42.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.3% | -6.9% | -4.2% |
| 7D | -1.7% | +12.2% | -13.9% | -8.4% |
| 30D | -9.5% | +12.1% | -21.5% | -15.6% |
| 3M | -26.5% | +7.3% | -33.8% | -29.8% |
| 6M | -27.4% | +17.9% | -45.2% | -34.4% |
| YTD | -20.6% | +55.4% | -76.0% | -39.6% |
| 1Y | -11.4% | +69.3% | -80.8% | -36.0% |
| 3Y | -10.8% | +82.8% | -93.7% | -42.0% |
| 5Y | -21.9% | +28.8% | -50.7% | -38.0% |
| 10Y | +28.1% | +53.9% | -25.7% | -24.6% |
| All | +28.1% | +70.4% | -42.3% | -24.6% |
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