+46.3%
BEN vs CRL
+66.2%
-19.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.7% | -1.4% |
| 7D | +3.4% | -4.6% | +8.0% | +4.0% |
| 30D | +1.8% | +0.5% | +1.3% | +1.7% |
| 3M | +8.4% | +46.6% | -38.2% | +1.5% |
| 6M | +35.6% | +57.3% | -21.6% | +24.5% |
| YTD | +46.4% | +39.5% | +6.8% | +38.1% |
| 1Y | +46.3% | +76.9% | -30.5% | +32.6% |
| All | +46.3% | +66.2% | -19.9% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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