+87.4%
BAC vs BEN
+63.5%
+23.9%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.7% | -5.4% | -2.7% |
| 7D | -1.2% | +6.6% | -7.8% | -3.9% |
| 30D | -7.7% | +3.8% | -11.5% | -9.2% |
| 3M | -21.2% | +0.2% | -21.4% | -21.4% |
| 6M | -6.8% | +10.4% | -17.3% | -11.2% |
| YTD | -8.7% | +46.2% | -54.9% | -23.2% |
| 1Y | -5.3% | +52.3% | -57.5% | -21.8% |
| 3Y | +87.4% | +65.9% | +21.5% | +42.8% |
| All | +87.4% | +63.5% | +23.9% | +42.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling