+5,092.2%
BEN vs EAT
+10,017.9%
-4,925.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | +0.1% | +0.4% |
| 7D | +6.8% | -4.0% | +10.8% | +7.8% |
| 30D | +18.0% | -2.9% | +20.9% | +18.4% |
| 3M | +7.5% | -16.9% | +24.3% | +11.8% |
| 6M | +14.7% | +57.0% | -42.2% | -0.1% |
| YTD | +56.1% | +38.2% | +17.9% | +38.7% |
| 1Y | +69.6% | +69.3% | +0.3% | +42.1% |
| 3Y | +87.7% | +483.0% | -395.3% | +6.5% |
| 5Y | +28.6% | +364.1% | -335.5% | -25.9% |
| 10Y | +59.8% | +320.8% | -261.0% | -21.9% |
| All | +5,092.2% | +10,017.9% | -4,925.7% | +632.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling