+46.3%
BEN vs FGI
-70.0%
+116.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | +12.1% | -4.1% | +16.2% | +12.2% |
| 30D | +13.4% | -3.4% | +16.8% | +13.4% |
| 3M | +9.4% | +61.8% | -52.4% | +8.2% |
| 6M | +19.3% | +17.0% | +2.2% | +18.2% |
| YTD | +57.3% | +31.4% | +25.9% | +54.9% |
| 1Y | +69.1% | +42.7% | +26.4% | +66.2% |
| 3Y | +85.6% | -0.1% | +85.8% | +83.0% |
| All | +46.3% | -70.0% | +116.3% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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