+87.7%
BEN vs AEIS
+148.8%
-61.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.0% | +4.4% | +1.3% |
| 7D | +6.8% | +11.5% | -4.7% | +4.3% |
| 30D | +18.0% | -15.8% | +33.7% | +21.1% |
| 3M | +7.5% | -33.3% | +40.8% | +15.4% |
| 6M | +14.7% | -35.2% | +49.9% | +21.5% |
| YTD | +56.1% | +5.0% | +51.1% | +39.7% |
| 1Y | +69.6% | +8.5% | +61.1% | +49.9% |
| 3Y | +87.7% | +152.9% | -65.2% | +8.5% |
| All | +87.7% | +148.8% | -61.1% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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