+31.2%
BEN vs BB
-13.7%
+44.9%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.0% | +1.3% |
| 7D | +12.1% | +11.6% | +0.5% | +9.8% |
| 30D | +13.4% | +2.6% | +10.8% | +12.4% |
| 3M | +9.4% | +3.5% | +5.9% | +7.5% |
| 6M | +19.3% | +43.5% | -24.2% | +7.2% |
| YTD | +57.3% | +141.2% | -83.9% | +25.0% |
| 1Y | +69.1% | +97.4% | -28.3% | +40.0% |
| 3Y | +85.6% | +151.1% | -65.5% | +35.5% |
| All | +31.2% | -13.7% | +44.9% | +26.9% |
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