+84.4%
BEN vs ADVB
-97.5%
+182.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.2% | +0.5% | +4.7% |
| 7D | +6.6% | -13.9% | +20.5% | +6.6% |
| 30D | +3.8% | -68.1% | +72.0% | +4.0% |
| 3M | +0.2% | -73.4% | +73.6% | +0.4% |
| 6M | +10.4% | -70.8% | +81.2% | +9.9% |
| YTD | +46.2% | -66.1% | +112.3% | +44.3% |
| 1Y | +52.3% | -77.5% | +129.8% | +52.4% |
| All | +84.4% | -97.5% | +182.0% | +113.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling