+89.1%
BEN vs FND
-35.3%
+124.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.8% | +0.2% |
| 7D | +7.2% | -4.4% | +11.6% | +8.6% |
| 30D | +14.1% | +14.5% | -0.4% | +9.7% |
| 3M | +9.9% | -15.6% | +25.5% | +14.6% |
| 6M | +17.4% | +4.7% | +12.7% | +13.4% |
| YTD | +57.3% | -16.1% | +73.4% | +61.3% |
| 1Y | +66.9% | -16.0% | +82.9% | +70.7% |
| All | +89.1% | -35.3% | +124.5% | +85.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling