+52.9%
BEN vs FTV
+109.0%
-56.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.2% | -1.2% |
| 7D | +11.3% | +3.7% | +7.6% | +8.8% |
| 30D | +15.0% | +16.8% | -1.8% | +4.0% |
| 3M | +7.8% | +10.4% | -2.5% | +0.9% |
| 6M | +15.5% | +12.8% | +2.7% | +5.9% |
| YTD | +55.4% | +23.3% | +32.1% | +33.1% |
| 1Y | +63.3% | +31.0% | +32.3% | +34.1% |
| 3Y | +83.4% | +38.6% | +44.8% | +41.7% |
| 5Y | +28.1% | +17.6% | +10.5% | +9.4% |
| All | +52.9% | +109.0% | -56.1% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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