+45.8%
BEN vs COO
-20.6%
+66.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -14.7% | +13.3% | +1.8% |
| 7D | +0.3% | -23.3% | +23.6% | +6.3% |
| 30D | +0.9% | -29.5% | +30.4% | +9.1% |
| 3M | +9.2% | -20.0% | +29.2% | +13.9% |
| 6M | +36.8% | -27.2% | +64.0% | +50.2% |
| YTD | +44.4% | -33.9% | +78.3% | +64.4% |
| 1Y | +45.8% | -19.9% | +65.8% | +56.1% |
| All | +45.8% | -20.6% | +66.4% | +56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 1y: compounded portfolio wealth divided by compounded COO 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…
1y analysis · Full analysis span regression · 6 months rolling