+63.3%
BEN vs CAPR
+65.7%
-2.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -8.7% | +7.5% | -1.2% |
| 7D | +11.3% | +19.1% | -7.7% | +11.2% |
| 30D | +15.0% | +48.8% | -33.8% | +14.7% |
| 3M | +7.8% | +144.4% | -136.5% | +7.2% |
| 6M | +15.5% | -67.5% | +83.0% | +15.7% |
| YTD | +55.4% | -64.5% | +119.9% | +55.5% |
| 1Y | +63.3% | +74.4% | -11.2% | +59.2% |
| All | +63.3% | +65.7% | -2.4% | +59.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling