+66.9%
BEN vs ESI
+23.9%
+43.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.0% | -3.9% | -1.0% |
| 7D | +7.2% | +1.8% | +5.4% | +6.6% |
| 30D | +14.1% | -6.6% | +20.7% | +15.5% |
| 3M | +9.9% | -9.4% | +19.3% | +11.9% |
| 6M | +17.4% | -24.1% | +41.5% | +23.5% |
| YTD | +57.3% | +37.1% | +20.2% | +34.3% |
| 1Y | +66.9% | +24.5% | +42.4% | +46.9% |
| All | +66.9% | +23.9% | +43.1% | +46.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling