+45.8%
BEN vs BB
+101.1%
-55.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.7% | +1.4% | -1.1% |
| 7D | +0.3% | -2.1% | +2.4% | +0.5% |
| 30D | +0.9% | -16.0% | +16.9% | +2.5% |
| 3M | +9.2% | -14.5% | +23.7% | +10.1% |
| 6M | +36.8% | +118.6% | -81.8% | +23.6% |
| YTD | +44.4% | +98.9% | -54.6% | +31.1% |
| 1Y | +45.8% | +99.5% | -53.6% | +38.2% |
| All | +45.8% | +101.1% | -55.2% | +38.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling