+45.8%
BEN vs EXEL
+50.0%
-4.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -1.1% |
| 7D | +0.3% | -2.9% | +3.2% | +0.7% |
| 30D | +0.9% | +11.9% | -11.0% | -0.7% |
| 3M | +9.2% | +9.2% | 0.0% | +7.8% |
| 6M | +36.8% | +39.1% | -2.3% | +30.8% |
| YTD | +44.4% | +31.0% | +13.4% | +38.5% |
| 1Y | +45.8% | +52.3% | -6.5% | +38.4% |
| All | +45.8% | +50.0% | -4.2% | +38.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling