+875.9%
BAX vs BEN
+4,913.3%
-4,037.4%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.5% | -2.5% | +0.2% |
| 7D | -1.1% | +0.2% | -1.4% | -1.2% |
| 30D | -5.5% | -0.5% | -4.9% | -5.4% |
| 3M | +33.5% | +9.7% | +23.8% | +30.4% |
| 6M | +35.9% | +33.9% | +2.0% | +26.1% |
| YTD | +35.4% | +49.0% | -13.6% | +22.5% |
| 1Y | +9.8% | +42.1% | -32.4% | +0.4% |
| 3Y | -32.7% | +51.9% | -84.6% | -40.1% |
| 5Y | -65.6% | +39.0% | -104.6% | -69.3% |
| 10Y | -34.9% | +57.9% | -92.8% | -46.7% |
| All | +875.9% | +4,913.3% | -4,037.4% | +205.0% |
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 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