+58.3%
BEN vs DAR
+269.9%
-211.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.8% | +3.0% | +1.7% |
| 7D | +12.1% | -3.8% | +16.0% | +13.5% |
| 30D | +13.4% | -14.4% | +27.8% | +18.8% |
| 3M | +9.4% | -17.9% | +27.3% | +15.6% |
| 6M | +19.3% | -18.3% | +37.6% | +25.4% |
| YTD | +57.3% | +43.2% | +14.0% | +35.8% |
| 1Y | +69.1% | +57.7% | +11.4% | +40.9% |
| 3Y | +85.6% | +22.7% | +62.9% | +60.3% |
| 5Y | +32.9% | -34.0% | +67.0% | +39.0% |
| 10Y | +58.3% | +279.5% | -221.1% | -15.3% |
| All | +58.3% | +269.9% | -211.6% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling