+61.0%
BEN vs ESI
+323.9%
-262.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.0% | -3.9% | -1.8% |
| 7D | +7.2% | +1.8% | +5.4% | +6.3% |
| 30D | +14.1% | -6.6% | +20.7% | +17.0% |
| 3M | +9.9% | -9.4% | +19.3% | +13.5% |
| 6M | +17.4% | -24.1% | +41.5% | +29.3% |
| YTD | +57.3% | +37.1% | +20.2% | +27.9% |
| 1Y | +66.9% | +24.5% | +42.4% | +41.7% |
| 3Y | +85.7% | +83.2% | +2.5% | +25.1% |
| 5Y | +31.2% | +44.0% | -12.7% | -2.0% |
| 10Y | +61.0% | +332.8% | -271.8% | -31.3% |
| All | +61.0% | +323.9% | -262.8% | -31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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