+35.8%
BEN vs BR
+8.0%
+27.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -3.1% | -3.0% | -0.1% | -1.7% |
| 30D | +0.2% | -0.3% | +0.5% | +0.1% |
| 3M | +6.8% | +17.3% | -10.5% | -2.7% |
| 6M | +38.1% | -6.7% | +44.8% | +42.3% |
| YTD | +44.3% | -23.4% | +67.8% | +66.3% |
| 1Y | +42.6% | -32.7% | +75.2% | +77.9% |
| 3Y | +52.3% | -5.9% | +58.2% | +51.0% |
| All | +35.8% | +8.0% | +27.8% | +14.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling