+52.3%
BEN vs BTG
+94.8%
-42.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | -3.1% | -3.8% | +0.6% | -2.8% |
| 30D | +0.2% | +3.6% | -3.5% | -0.2% |
| 3M | +6.8% | +32.0% | -25.2% | +3.6% |
| 6M | +38.1% | +3.4% | +34.7% | +36.6% |
| YTD | +44.3% | +20.8% | +23.6% | +39.7% |
| 1Y | +42.6% | +22.4% | +20.2% | +36.5% |
| 3Y | +52.3% | +91.7% | -39.4% | +33.3% |
| All | +52.3% | +94.8% | -42.5% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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