+65.9%
BEN vs ARWR
+105.6%
-39.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.2% | +3.5% | +4.6% |
| 7D | +6.6% | -2.9% | +9.5% | +7.0% |
| 30D | +3.8% | -5.4% | +9.2% | +4.6% |
| 3M | +0.2% | -32.2% | +32.5% | +4.8% |
| 6M | +10.4% | -26.5% | +37.0% | +13.8% |
| YTD | +46.2% | -12.4% | +58.6% | +46.5% |
| 1Y | +52.3% | +46.9% | +5.4% | +42.2% |
| 3Y | +65.9% | +116.0% | -50.0% | +36.4% |
| All | +65.9% | +105.6% | -39.6% | +36.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling