+57.3%
BEN vs ESTC
+1.6%
+55.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.9% | +5.5% | +4.7% |
| 7D | +6.7% | -15.9% | +22.6% | +8.0% |
| 30D | +3.0% | -5.5% | +8.5% | +3.3% |
| 3M | -4.3% | +26.2% | -30.5% | -6.4% |
| 6M | +16.4% | +77.0% | -60.7% | +10.2% |
| YTD | +46.8% | +18.9% | +27.9% | +41.3% |
| 1Y | +57.3% | +1.3% | +56.1% | +50.5% |
| All | +57.3% | +1.6% | +55.8% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 ESTC 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