+26.8%
BA vs BEN
+60.1%
-33.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.6% | +0.7% |
| 7D | -1.4% | +7.2% | -8.6% | -5.6% |
| 30D | -7.9% | +14.1% | -22.0% | -15.1% |
| 3M | -25.2% | +9.9% | -35.1% | -29.5% |
| 6M | -26.7% | +17.4% | -44.1% | -33.7% |
| YTD | -19.6% | +57.3% | -76.9% | -39.2% |
| 1Y | -10.6% | +66.9% | -77.5% | -34.9% |
| 3Y | -11.2% | +85.7% | -96.9% | -42.8% |
| 5Y | -20.4% | +31.2% | -51.7% | -37.5% |
| 10Y | +26.8% | +61.0% | -34.3% | -26.4% |
| All | +26.8% | +60.1% | -33.3% | -26.4% |
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