+86.8%
BEN vs CHD
+29.4%
+57.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -1.0% | -1.2% |
| 7D | +11.3% | +0.4% | +11.0% | +11.3% |
| 30D | +15.0% | +11.6% | +3.4% | +13.8% |
| 3M | +7.8% | +10.7% | -2.9% | +6.8% |
| 6M | +15.5% | +20.2% | -4.7% | +13.4% |
| YTD | +55.4% | +34.5% | +20.9% | +51.1% |
| 1Y | +63.3% | +32.6% | +30.7% | +58.8% |
| All | +86.8% | +29.4% | +57.4% | +86.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling