+46.3%
BEN vs FGI
-68.3%
+114.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.9% | -5.8% | 0.0% |
| 7D | +7.2% | +6.9% | +0.3% | +7.1% |
| 30D | +14.1% | +3.9% | +10.2% | +14.0% |
| 3M | +9.9% | +74.3% | -64.4% | +8.7% |
| 6M | +17.4% | +28.9% | -11.5% | +16.2% |
| YTD | +57.3% | +39.1% | +18.2% | +54.8% |
| 1Y | +66.9% | +49.3% | +17.6% | +63.9% |
| 3Y | +85.7% | +5.7% | +79.9% | +82.9% |
| All | +46.3% | -68.3% | +114.6% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling