+69.6%
BEN vs BURL
-15.0%
+84.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.6% | +4.0% | +1.1% |
| 7D | +6.8% | -1.6% | +8.4% | +7.1% |
| 30D | +18.0% | -7.7% | +25.7% | +19.4% |
| 3M | +7.5% | -31.7% | +39.1% | +13.3% |
| 6M | +14.7% | -15.2% | +29.9% | +15.7% |
| YTD | +56.1% | -15.9% | +72.0% | +59.2% |
| 1Y | +69.6% | -14.2% | +83.8% | +72.4% |
| All | +69.6% | -15.0% | +84.6% | +72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 1y: compounded portfolio wealth divided by compounded BURL 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…
1y analysis · Full analysis span regression · 6 months rolling