+1,094.1%
BAC vs BEN
+5,192.0%
-4,097.9%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | -0.5% |
| 7D | +2.1% | +12.1% | -10.1% | -5.4% |
| 30D | -6.7% | +13.4% | -20.1% | -14.1% |
| 3M | -20.2% | +9.4% | -29.6% | -25.0% |
| 6M | -0.2% | +19.3% | -19.5% | -11.8% |
| YTD | -6.4% | +57.3% | -63.6% | -31.3% |
| 1Y | -3.1% | +69.1% | -72.2% | -32.2% |
| 3Y | +96.7% | +85.6% | +11.1% | +23.5% |
| 5Y | +21.3% | +32.9% | -11.7% | -8.4% |
| 10Y | +237.7% | +58.3% | +179.4% | +111.5% |
| All | +1,094.1% | +5,192.0% | -4,097.9% | +134.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling