+87.7%
BEN vs CAPR
+239.1%
-151.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.9% | +7.4% | +0.5% |
| 7D | +6.8% | +5.9% | +0.9% | +6.7% |
| 30D | +18.0% | +44.6% | -26.6% | +17.6% |
| 3M | +7.5% | +126.4% | -118.9% | +6.5% |
| 6M | +14.7% | -68.6% | +83.3% | +15.1% |
| YTD | +56.1% | -67.0% | +123.1% | +56.3% |
| 1Y | +69.6% | +65.2% | +4.4% | +63.7% |
| 3Y | +87.7% | +235.6% | -147.9% | +48.8% |
| All | +87.7% | +239.1% | -151.5% | +48.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling