+55.2%
BEN vs ARWR
+1,075.6%
-1,020.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | -0.1% |
| 7D | +4.7% | +2.9% | +1.8% | +4.4% |
| 30D | +2.6% | -2.9% | +5.5% | +2.8% |
| 3M | +11.5% | +15.2% | -3.7% | +9.7% |
| 6M | +35.3% | +42.3% | -7.0% | +30.4% |
| YTD | +48.6% | +28.2% | +20.4% | +44.3% |
| 1Y | +46.7% | +213.2% | -166.6% | +30.7% |
| 3Y | +57.0% | +184.6% | -127.6% | +35.7% |
| 5Y | +41.8% | +29.2% | +12.6% | +26.2% |
| 10Y | +55.2% | +1,012.5% | -957.3% | +32.7% |
| All | +55.2% | +1,075.6% | -1,020.3% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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