+67.2%
BEN vs ESTC
+0.3%
+66.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.9% | +1.5% | +5.9% |
| 7D | +12.2% | -1.2% | +13.4% | +12.3% |
| 30D | +12.1% | -8.1% | +20.2% | +12.7% |
| 3M | +7.3% | +20.2% | -12.9% | +5.3% |
| 6M | +17.9% | +72.7% | -54.9% | +11.3% |
| YTD | +55.4% | +19.6% | +35.8% | +50.2% |
| All | +67.2% | +0.3% | +66.9% | +61.4% |
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