+32.9%
BEN vs EAT
+342.4%
-309.5%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.1% | +5.3% | +2.1% |
| 7D | +12.1% | -5.9% | +18.1% | +13.6% |
| 30D | +13.4% | +0.7% | +12.7% | +12.8% |
| 3M | +9.4% | -14.2% | +23.6% | +12.2% |
| 6M | +19.3% | +40.7% | -21.5% | +8.2% |
| YTD | +57.3% | +36.0% | +21.3% | +42.2% |
| 1Y | +69.1% | +83.1% | -13.9% | +40.9% |
| 3Y | +85.6% | +474.8% | -389.2% | +2.3% |
| 5Y | +32.9% | +347.6% | -314.7% | -25.1% |
| All | +32.9% | +342.4% | -309.5% | -25.1% |
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