+38.6%
BEN vs FGI
-70.4%
+108.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +7.5% | -4.0% | +3.4% |
| 7D | +0.2% | +0.5% | -0.3% | +0.2% |
| 30D | -0.5% | +65.4% | -65.9% | -1.6% |
| 3M | +9.7% | +23.5% | -13.8% | +8.8% |
| 6M | +33.9% | +60.5% | -26.6% | +31.7% |
| YTD | +49.0% | +30.0% | +19.0% | +46.8% |
| 1Y | +42.1% | +82.1% | -39.9% | +38.9% |
| 3Y | +51.9% | -4.4% | +56.3% | +49.9% |
| All | +38.6% | -70.4% | +108.9% | +36.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling