+6,320.2%
BDX vs BEN
+5,152.6%
+1,167.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.6% | +1.0% |
| 7D | +2.9% | +6.8% | -3.9% | +1.4% |
| 30D | +15.4% | +18.0% | -2.6% | +11.3% |
| 3M | +20.5% | +7.5% | +13.1% | +18.5% |
| 6M | +53.2% | +14.7% | +38.5% | +48.2% |
| YTD | +45.7% | +56.1% | -10.4% | +31.6% |
| 1Y | +47.3% | +69.6% | -22.3% | +30.6% |
| 3Y | +25.1% | +87.7% | -62.6% | +6.8% |
| 5Y | +27.4% | +28.6% | -1.2% | +15.8% |
| 10Y | +95.4% | +59.8% | +35.6% | +60.9% |
| All | +6,320.2% | +5,152.6% | +1,167.6% | +2,284.7% |
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 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