+41.8%
BEN vs BB
-27.1%
+68.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.7% |
| 7D | +4.7% | +0.5% | +4.2% | +4.6% |
| 30D | +2.6% | -12.4% | +15.0% | +5.1% |
| 3M | +11.5% | -15.3% | +26.8% | +13.6% |
| 6M | +35.3% | +128.8% | -93.5% | +8.9% |
| YTD | +48.6% | +107.7% | -59.0% | +22.2% |
| 1Y | +46.7% | +103.9% | -57.2% | +19.7% |
| 3Y | +57.0% | +72.6% | -15.6% | +24.7% |
| 5Y | +41.8% | -24.3% | +66.1% | +39.4% |
| All | +41.8% | -27.1% | +68.9% | +39.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling