+4,855.7%
BEN vs EXPD
+30,859.1%
-26,003.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +3.2% |
| 7D | +0.2% | -1.1% | +1.4% | +0.7% |
| 30D | -0.5% | +4.1% | -4.6% | -2.0% |
| 3M | +9.7% | +17.9% | -8.2% | +3.1% |
| 6M | +33.9% | +29.2% | +4.7% | +21.2% |
| YTD | +49.0% | +27.4% | +21.6% | +34.8% |
| 1Y | +42.1% | +56.8% | -14.7% | +18.4% |
| 3Y | +51.9% | +68.0% | -16.2% | +22.7% |
| 5Y | +39.0% | +61.9% | -22.8% | +13.5% |
| 10Y | +57.9% | +316.0% | -258.1% | -6.7% |
| All | +4,855.7% | +30,859.1% | -26,003.4% | +1,353.9% |
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