+1,424.4%
BEN vs ARWR
-97.0%
+1,521.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.5% |
| 7D | +0.2% | +1.7% | -1.5% | +0.2% |
| 30D | -0.5% | -0.7% | +0.1% | -0.5% |
| 3M | +9.7% | +14.9% | -5.2% | +9.6% |
| 6M | +33.9% | +32.6% | +1.3% | +33.6% |
| YTD | +49.0% | +30.0% | +18.9% | +48.6% |
| 1Y | +42.1% | +208.4% | -166.2% | +40.7% |
| 3Y | +51.9% | +208.8% | -156.9% | +50.0% |
| 5Y | +39.0% | +27.8% | +11.2% | +37.9% |
| 10Y | +57.9% | +1,107.6% | -1,049.7% | +53.2% |
| All | +1,424.4% | -97.0% | +1,521.5% | +1,251.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling