+53.6%
BEN vs DAR
+311.7%
-258.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.1% |
| 7D | +6.8% | +11.6% | -4.8% | +3.1% |
| 30D | +18.0% | -10.2% | +28.2% | +21.7% |
| 3M | +7.5% | -14.8% | +22.3% | +12.2% |
| 6M | +14.7% | -10.1% | +24.8% | +16.9% |
| YTD | +56.1% | +55.5% | +0.6% | +31.3% |
| 1Y | +69.6% | +61.7% | +7.9% | +40.4% |
| 3Y | +87.7% | +37.2% | +50.5% | +56.2% |
| 5Y | +28.6% | -26.9% | +55.6% | +30.1% |
| All | +53.6% | +311.7% | -258.1% | -20.1% |
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