+54.8%
BEN vs EAT
+325.9%
-271.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.9% | -2.8% | -0.5% |
| 7D | +7.2% | -8.9% | +16.1% | +9.1% |
| 30D | +14.1% | +3.4% | +10.7% | +13.0% |
| 3M | +9.9% | -9.3% | +19.3% | +11.3% |
| 6M | +17.4% | +43.8% | -26.4% | +7.4% |
| YTD | +57.3% | +39.9% | +17.4% | +43.4% |
| 1Y | +66.9% | +89.7% | -22.8% | +42.2% |
| 3Y | +85.7% | +491.3% | -405.6% | +19.1% |
| 5Y | +31.2% | +365.4% | -334.2% | -14.8% |
| All | +54.8% | +325.9% | -271.1% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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