+98.4%
BEN vs ADVB
-97.4%
+195.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.9% | -1.8% | +1.2% |
| 7D | +12.1% | -4.1% | +16.2% | +12.1% |
| 30D | +13.4% | -60.3% | +73.7% | +13.5% |
| 3M | +9.4% | -73.3% | +82.7% | +9.5% |
| 6M | +19.3% | -65.9% | +85.2% | +18.5% |
| YTD | +57.3% | -63.9% | +121.1% | +55.2% |
| 1Y | +69.1% | -74.1% | +143.3% | +68.7% |
| All | +98.4% | -97.4% | +195.8% | +129.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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