+15.1%
BEN vs BURL
-15.9%
+31.0%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.9% | -2.0% | -4.2% |
| 7D | -0.4% | +3.5% | -3.9% | -1.2% |
| 30D | -0.7% | -9.3% | +8.6% | +1.7% |
| 3M | -6.8% | -32.1% | +25.3% | +2.2% |
| 6M | +7.9% | -19.8% | +27.7% | +12.7% |
| YTD | +39.6% | -13.2% | +52.8% | +42.4% |
| 1Y | +48.5% | -7.8% | +56.4% | +48.2% |
| 3Y | +55.7% | +89.3% | -33.6% | +24.0% |
| 5Y | +15.1% | -15.8% | +30.9% | +3.6% |
| All | +15.1% | -15.9% | +31.0% | +3.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling