+41.8%
BEN vs EAT
+326.5%
-284.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.1% | +0.5% |
| 7D | +4.7% | -4.9% | +9.6% | +5.9% |
| 30D | +2.6% | -1.2% | +3.8% | +2.6% |
| 3M | +11.5% | +52.2% | -40.8% | +0.4% |
| 6M | +35.3% | +65.0% | -29.7% | +18.4% |
| YTD | +48.6% | +55.0% | -6.4% | +31.4% |
| 1Y | +46.7% | +42.1% | +4.6% | +31.7% |
| 3Y | +57.0% | +614.7% | -557.7% | -16.8% |
| 5Y | +41.8% | +322.7% | -280.9% | -18.6% |
| All | +41.8% | +326.5% | -284.6% | -18.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling