+4,768.7%
BEN vs DTE
+3,490.3%
+1,278.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.7% | -1.0% |
| 7D | +3.4% | 0.0% | +3.4% | +3.3% |
| 30D | +1.8% | -0.5% | +2.3% | +2.0% |
| 3M | +8.4% | -6.0% | +14.4% | +11.8% |
| 6M | +35.6% | -7.2% | +42.8% | +40.5% |
| YTD | +46.4% | +7.2% | +39.2% | +39.2% |
| 1Y | +46.3% | +4.1% | +42.3% | +41.3% |
| 3Y | +54.6% | +46.9% | +7.7% | +21.2% |
| 5Y | +39.4% | +32.9% | +6.5% | +14.5% |
| 10Y | +57.6% | +144.5% | -86.9% | -14.0% |
| All | +4,768.7% | +3,490.3% | +1,278.4% | +519.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 all: compounded portfolio wealth divided by compounded DTE 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…
all analysis · Full analysis span regression · 6 months rolling