+39.3%
BEN vs FND
+57.9%
-18.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.7% | +1.1% |
| 7D | +6.8% | -6.8% | +13.6% | +9.0% |
| 30D | +18.0% | +8.0% | +10.0% | +15.1% |
| 3M | +7.5% | -18.9% | +26.4% | +13.6% |
| 6M | +14.7% | +4.7% | +10.0% | +10.9% |
| YTD | +56.1% | -21.6% | +77.7% | +62.8% |
| 1Y | +69.6% | -22.0% | +91.6% | +76.9% |
| 3Y | +87.7% | -40.4% | +128.1% | +104.7% |
| 5Y | +28.6% | -63.8% | +92.4% | +53.8% |
| All | +39.3% | +57.9% | -18.5% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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