+51.8%
BEN vs BB
-0.1%
+52.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.7% | +1.4% | -0.9% |
| 7D | +0.3% | -2.1% | +2.4% | +0.7% |
| 30D | +0.9% | -16.0% | +16.9% | +3.6% |
| 3M | +9.2% | -14.5% | +23.7% | +10.7% |
| 6M | +36.8% | +118.6% | -81.8% | +17.6% |
| YTD | +44.4% | +98.9% | -54.6% | +26.0% |
| 1Y | +45.8% | +99.5% | -53.6% | +26.3% |
| 3Y | +52.5% | +65.4% | -12.8% | +29.8% |
| 5Y | +37.7% | -27.6% | +65.3% | +28.0% |
| All | +51.8% | -0.1% | +52.0% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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