+527.3%
BEN vs FLR
+513.8%
+13.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.8% |
| 7D | +6.8% | +5.4% | +1.4% | +5.1% |
| 30D | +18.0% | +2.8% | +15.1% | +16.9% |
| 3M | +7.5% | -6.4% | +13.9% | +9.2% |
| 6M | +14.7% | +8.8% | +5.9% | +9.7% |
| YTD | +56.1% | +23.6% | +32.5% | +41.4% |
| 1Y | +69.6% | +13.8% | +55.8% | +57.4% |
| 3Y | +87.7% | +36.5% | +51.2% | +53.6% |
| 5Y | +28.6% | +119.3% | -90.7% | -13.8% |
| 10Y | +59.8% | +8.0% | +51.8% | +8.6% |
| All | +527.3% | +513.8% | +13.5% | +164.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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