+55.2%
BEN vs BUD
-23.5%
+78.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.5% | +0.1% |
| 7D | +4.7% | +0.8% | +3.9% | +4.4% |
| 30D | +2.6% | -4.8% | +7.4% | +4.6% |
| 3M | +11.5% | +1.4% | +10.1% | +10.3% |
| 6M | +35.3% | +9.9% | +25.5% | +29.2% |
| YTD | +48.6% | +26.3% | +22.3% | +33.1% |
| 1Y | +46.7% | +36.1% | +10.5% | +26.9% |
| 3Y | +57.0% | +48.6% | +8.4% | +28.0% |
| 5Y | +41.8% | +45.0% | -3.2% | +15.5% |
| 10Y | +55.2% | -23.1% | +78.3% | +45.0% |
| All | +55.2% | -23.5% | +78.8% | +45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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