+41.8%
BEN vs FND
-61.9%
+103.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.6% | +4.4% | +1.3% |
| 7D | +4.7% | +0.4% | +4.3% | +4.5% |
| 30D | +2.6% | -23.6% | +26.2% | +12.1% |
| 3M | +11.5% | +4.3% | +7.2% | +7.8% |
| 6M | +35.3% | -20.3% | +55.6% | +43.0% |
| YTD | +48.6% | -21.3% | +69.9% | +56.6% |
| 1Y | +46.7% | -45.4% | +92.1% | +76.0% |
| 3Y | +57.0% | -48.9% | +105.9% | +82.2% |
| 5Y | +41.8% | -61.0% | +102.9% | +69.9% |
| All | +41.8% | -61.9% | +103.7% | +69.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling