+51.8%
BEN vs BR
+189.7%
-137.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -3.1% | -3.0% | -0.1% | -1.5% |
| 30D | +0.2% | -0.3% | +0.5% | +0.1% |
| 3M | +6.8% | +17.3% | -10.5% | -3.5% |
| 6M | +38.1% | -6.7% | +44.8% | +41.6% |
| YTD | +44.3% | -23.4% | +67.8% | +65.3% |
| 1Y | +42.6% | -32.7% | +75.2% | +76.4% |
| 3Y | +52.3% | -5.9% | +58.2% | +51.5% |
| 5Y | +37.6% | +8.4% | +29.2% | +22.9% |
| All | +51.8% | +189.7% | -137.9% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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