+51.8%
BEN vs CHD
+126.1%
-74.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.1% |
| 7D | -3.1% | -4.5% | +1.4% | -1.8% |
| 30D | +0.2% | -6.7% | +6.9% | +2.2% |
| 3M | +6.8% | -2.7% | +9.6% | +7.5% |
| 6M | +38.1% | -4.9% | +43.0% | +39.7% |
| YTD | +44.3% | +13.3% | +31.0% | +38.2% |
| 1Y | +42.6% | +1.0% | +41.6% | +41.0% |
| 3Y | +52.3% | +1.3% | +51.0% | +48.0% |
| 5Y | +37.6% | +20.8% | +16.8% | +23.0% |
| All | +51.8% | +126.1% | -74.3% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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