+57.0%
BEN vs ESI
+82.9%
-25.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.4% |
| 7D | +4.7% | +5.4% | -0.7% | +2.8% |
| 30D | +2.6% | -4.2% | +6.8% | +4.0% |
| 3M | +11.5% | -9.6% | +21.1% | +13.8% |
| 6M | +35.3% | +18.3% | +17.0% | +22.4% |
| YTD | +48.6% | +45.8% | +2.8% | +22.1% |
| 1Y | +46.7% | +39.2% | +7.5% | +22.1% |
| 3Y | +57.0% | +86.3% | -29.2% | +1.5% |
| All | +57.0% | +82.9% | -25.9% | +1.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling