+57.6%
BEN vs ARMK
+134.7%
-77.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.4% | -1.1% |
| 7D | +3.4% | +0.3% | +3.0% | +3.2% |
| 30D | +1.8% | +2.4% | -0.6% | +0.7% |
| 3M | +8.4% | +6.1% | +2.3% | +5.9% |
| 6M | +35.6% | +41.8% | -6.1% | +19.6% |
| YTD | +46.4% | +55.5% | -9.2% | +24.9% |
| 1Y | +46.3% | +49.6% | -3.3% | +26.4% |
| 3Y | +54.6% | +122.8% | -68.2% | +15.2% |
| 5Y | +39.4% | +151.0% | -111.6% | -0.4% |
| 10Y | +57.6% | +138.0% | -80.4% | +23.3% |
| All | +57.6% | +134.7% | -77.2% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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