+30.6%
BEN vs FND
+57.3%
-26.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.3% |
| 7D | +3.4% | -0.8% | +4.1% | +3.6% |
| 30D | +1.8% | -19.6% | +21.4% | +8.2% |
| 3M | +8.4% | -4.3% | +12.7% | +8.4% |
| 6M | +35.6% | -20.4% | +56.1% | +42.2% |
| YTD | +46.4% | -21.9% | +68.2% | +53.5% |
| 1Y | +46.3% | -45.2% | +91.5% | +69.8% |
| 3Y | +54.6% | -49.2% | +103.8% | +77.1% |
| 5Y | +39.4% | -61.8% | +101.2% | +65.0% |
| All | +30.6% | +57.3% | -26.7% | +11.5% |
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