+52.9%
BEN vs EXEL
+325.9%
-272.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.0% |
| 7D | +11.3% | +1.6% | +9.7% | +11.0% |
| 30D | +15.0% | +17.4% | -2.3% | +11.8% |
| 3M | +7.8% | +38.6% | -30.8% | +1.6% |
| 6M | +15.5% | +41.2% | -25.7% | +8.2% |
| YTD | +55.4% | +59.3% | -3.9% | +41.9% |
| 1Y | +63.3% | +60.2% | +3.0% | +48.8% |
| 3Y | +83.4% | +232.6% | -149.1% | +42.8% |
| 5Y | +28.1% | +285.9% | -257.8% | -4.3% |
| All | +52.9% | +325.9% | -272.9% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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