+53.9%
BEN vs CAPR
-64.9%
+118.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +9.4% | -3.1% | +6.2% |
| 7D | +12.2% | +36.0% | -23.9% | +11.6% |
| 30D | +12.1% | +25.8% | -13.7% | +11.6% |
| 3M | +7.3% | +140.8% | -133.5% | +5.1% |
| 6M | +17.9% | -67.6% | +85.5% | +18.6% |
| YTD | +55.4% | -65.9% | +121.3% | +56.0% |
| 1Y | +69.3% | +66.1% | +3.2% | +57.6% |
| 3Y | +82.8% | +256.9% | -174.0% | +60.7% |
| 5Y | +28.8% | +172.1% | -143.3% | +12.1% |
| 10Y | +53.9% | -64.7% | +118.6% | +26.0% |
| All | +53.9% | -64.9% | +118.8% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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