+54.4%
BEN vs CHD
+1.8%
+52.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.4% |
| 7D | +3.4% | -4.2% | +7.5% | +3.7% |
| 30D | +1.8% | -7.6% | +9.4% | +2.5% |
| 3M | +8.4% | -1.6% | +10.0% | +8.5% |
| 6M | +35.6% | -6.3% | +41.9% | +36.0% |
| YTD | +46.4% | +14.6% | +31.8% | +44.8% |
| 1Y | +46.3% | +1.6% | +44.7% | +45.7% |
| All | +54.4% | +1.8% | +52.6% | +53.9% |
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