+1,266.6%
BEN vs AEIS
+2,072.0%
-805.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.0% |
| 7D | +11.3% | +23.2% | -11.9% | +6.6% |
| 30D | +15.0% | -17.0% | +32.0% | +18.6% |
| 3M | +7.8% | -32.2% | +40.0% | +15.3% |
| 6M | +15.5% | -32.6% | +48.0% | +21.6% |
| YTD | +55.4% | +9.4% | +46.0% | +45.5% |
| 1Y | +63.3% | +7.7% | +55.6% | +53.2% |
| 3Y | +83.4% | +157.9% | -74.5% | +39.6% |
| 5Y | +28.1% | +154.8% | -126.7% | -2.7% |
| 10Y | +59.1% | +355.2% | -296.1% | +1.8% |
| All | +1,266.6% | +2,072.0% | -805.4% | +429.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling