+37.7%
BEN vs BTG
+75.0%
-37.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.9% | +1.6% | -1.0% |
| 7D | +0.3% | -5.5% | +5.8% | +1.0% |
| 30D | +0.9% | +6.1% | -5.2% | +0.1% |
| 3M | +9.2% | +38.6% | -29.5% | +4.2% |
| 6M | +36.8% | +0.7% | +36.1% | +35.3% |
| YTD | +44.4% | +20.3% | +24.1% | +38.3% |
| 1Y | +45.8% | +25.0% | +20.8% | +37.6% |
| 3Y | +52.5% | +97.3% | -44.8% | +29.2% |
| 5Y | +37.7% | +78.3% | -40.6% | +17.8% |
| All | +37.7% | +75.0% | -37.3% | +17.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling