+56.7%
BDX vs BEN
+56.6%
0.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -3.2% | -3.1% | -0.1% | -2.5% |
| 30D | -2.5% | +0.2% | -2.7% | -2.6% |
| 3M | +21.4% | +6.8% | +14.6% | +19.5% |
| 6M | +10.4% | +38.1% | -27.7% | +2.5% |
| YTD | +18.8% | +44.3% | -25.5% | +9.2% |
| 1Y | +21.7% | +42.6% | -20.9% | +11.9% |
| 3Y | -10.0% | +52.3% | -62.3% | -19.6% |
| 5Y | -1.8% | +37.6% | -39.5% | -12.7% |
| All | +56.7% | +56.6% | 0.0% | +31.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling