+1,251.0%
BE vs BEN
+42.4%
+1,208.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.2% | +9.9% | +9.8% |
| 7D | +29.8% | +4.7% | +25.1% | +24.7% |
| 30D | +26.4% | +2.6% | +23.8% | +23.7% |
| 3M | +9.3% | +11.5% | -2.2% | -0.3% |
| 6M | +105.1% | +35.3% | +69.7% | +56.7% |
| YTD | +219.0% | +48.6% | +170.4% | +123.1% |
| 1Y | +418.8% | +46.7% | +372.1% | +267.1% |
| 3Y | +1,784.6% | +57.0% | +1,727.6% | +1,124.8% |
| 5Y | +1,251.0% | +41.8% | +1,209.1% | +856.4% |
| All | +1,251.0% | +42.4% | +1,208.6% | +856.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling