+4,762.1%
BEN vs EXPD
+30,172.0%
-25,409.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.3% | +7.0% | +5.5% |
| 7D | +6.6% | -7.2% | +13.8% | +9.4% |
| 30D | +3.8% | -3.3% | +7.1% | +5.0% |
| 3M | +0.2% | +3.4% | -3.2% | -1.2% |
| 6M | +10.4% | +22.7% | -12.2% | +2.1% |
| YTD | +46.2% | +24.5% | +21.6% | +33.1% |
| 1Y | +52.3% | +38.6% | +13.6% | +33.1% |
| 3Y | +65.9% | +71.5% | -5.6% | +32.8% |
| 5Y | +20.6% | +56.2% | -35.7% | -0.3% |
| 10Y | +64.8% | +310.5% | -245.7% | -2.3% |
| All | +4,762.1% | +30,172.0% | -25,409.9% | +1,335.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 all: compounded portfolio wealth divided by compounded EXPD 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…
all analysis · Full analysis span regression · 6 months rolling