+97.9%
BAC vs BEN
+86.4%
+11.6%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.8% |
| 7D | +3.2% | +6.8% | -3.6% | +0.4% |
| 30D | -0.7% | +18.0% | -18.7% | -7.6% |
| 3M | -20.0% | +7.5% | -27.5% | -22.6% |
| 6M | +3.4% | +14.7% | -11.3% | -2.9% |
| YTD | -5.7% | +56.1% | -61.8% | -22.9% |
| 1Y | -1.4% | +69.6% | -71.0% | -22.3% |
| 3Y | +97.9% | +87.7% | +10.2% | +43.0% |
| All | +97.9% | +86.4% | +11.6% | +43.0% |
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