+82.8%
BEN vs CRL
+99.4%
-16.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.7% | +1.7% | +5.3% |
| 7D | +12.2% | +4.4% | +7.8% | +10.9% |
| 30D | +12.1% | +17.1% | -5.0% | +7.6% |
| 3M | +7.3% | +32.1% | -24.8% | -0.1% |
| 6M | +17.9% | +98.9% | -81.1% | -2.0% |
| YTD | +55.4% | +77.1% | -21.7% | +32.4% |
| 1Y | +69.3% | +110.3% | -40.9% | +37.4% |
| 3Y | +82.8% | +108.5% | -25.7% | +17.4% |
| All | +82.8% | +99.4% | -16.6% | +17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling