+21.0%
BEN vs CAPR
+142.6%
-121.6%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.7% | +0.1% | +4.7% |
| 7D | +6.6% | +41.1% | -34.5% | +6.2% |
| 30D | +3.8% | +11.1% | -7.3% | +3.7% |
| 3M | +0.2% | +115.3% | -115.1% | -0.9% |
| 6M | +10.4% | -73.8% | +84.3% | +11.2% |
| YTD | +46.2% | -68.8% | +115.0% | +46.7% |
| 1Y | +52.3% | +43.3% | +8.9% | +45.5% |
| 3Y | +65.9% | +214.7% | -148.7% | +42.3% |
| All | +21.0% | +142.6% | -121.6% | -1.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling