+57.4%
BEN vs DAR
+13.3%
+44.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +3.7% |
| 7D | +0.2% | +1.4% | -1.1% | -0.1% |
| 30D | -0.5% | +12.8% | -13.3% | -3.4% |
| 3M | +9.7% | +7.4% | +2.4% | +7.5% |
| 6M | +33.9% | +22.3% | +11.6% | +26.6% |
| YTD | +49.0% | +81.1% | -32.1% | +27.5% |
| 1Y | +42.1% | +106.5% | -64.4% | +16.7% |
| All | +57.4% | +13.3% | +44.1% | +46.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling