+1,064.4%
BAC vs BEN
+4,818.7%
-3,754.3%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.7% | -5.4% | -3.7% |
| 7D | -1.2% | +6.6% | -7.8% | -5.3% |
| 30D | -7.7% | +3.8% | -11.5% | -10.0% |
| 3M | -21.2% | +0.2% | -21.4% | -21.6% |
| 6M | -6.8% | +10.4% | -17.3% | -13.5% |
| YTD | -8.7% | +46.2% | -54.9% | -29.8% |
| 1Y | -5.3% | +52.3% | -57.5% | -29.2% |
| 3Y | +87.4% | +65.9% | +21.5% | +26.6% |
| 5Y | +18.9% | +20.6% | -1.6% | -4.4% |
| 10Y | +273.3% | +64.8% | +208.5% | +126.9% |
| All | +1,064.4% | +4,818.7% | -3,754.3% | +139.8% |
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 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