+57.6%
BEN vs FDS
+72.8%
-15.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.4% | +1.9% | -0.1% |
| 7D | +3.4% | -8.8% | +12.2% | +7.2% |
| 30D | +1.8% | -1.4% | +3.2% | +1.9% |
| 3M | +8.4% | +13.9% | -5.5% | +0.6% |
| 6M | +35.6% | +27.4% | +8.2% | +17.3% |
| YTD | +46.4% | -2.5% | +48.8% | +42.8% |
| 1Y | +46.3% | -23.8% | +70.1% | +60.4% |
| 3Y | +54.6% | -32.5% | +87.1% | +78.9% |
| 5Y | +39.4% | -23.2% | +62.6% | +48.4% |
| 10Y | +57.6% | +76.4% | -18.8% | +3.9% |
| All | +57.6% | +72.8% | -15.3% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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