+87.7%
BEN vs BB
+147.9%
-60.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.9% | +0.8% |
| 7D | +6.8% | +1.8% | +5.0% | +6.5% |
| 30D | +18.0% | +8.1% | +9.8% | +16.3% |
| 3M | +7.5% | -1.0% | +8.5% | +6.8% |
| 6M | +14.7% | +45.9% | -31.2% | +5.4% |
| YTD | +56.1% | +134.8% | -78.7% | +31.0% |
| 1Y | +69.6% | +104.6% | -35.0% | +45.3% |
| 3Y | +87.7% | +152.8% | -65.2% | +44.4% |
| All | +87.7% | +147.9% | -60.2% | +44.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling