+4,543.0%
BEN vs EXPD
+30,870.6%
-26,327.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.5% | -0.4% | -3.3% |
| 7D | -0.4% | -4.8% | +4.4% | +1.4% |
| 30D | -0.7% | -1.5% | +0.8% | -0.2% |
| 3M | -6.8% | +4.1% | -10.9% | -8.3% |
| 6M | +7.9% | +24.0% | -16.1% | -0.6% |
| YTD | +39.6% | +27.4% | +12.2% | +26.1% |
| 1Y | +48.5% | +38.4% | +10.1% | +30.0% |
| 3Y | +55.7% | +73.2% | -17.5% | +24.3% |
| 5Y | +15.1% | +59.9% | -44.7% | -5.6% |
| 10Y | +57.4% | +319.9% | -262.6% | -7.4% |
| All | +4,543.0% | +30,870.6% | -26,327.5% | +1,260.3% |
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