+42.6%
BEN vs FTV
+14.7%
+27.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.4% | -0.2% |
| 7D | -3.1% | -4.0% | +0.8% | -1.4% |
| 30D | +0.2% | -11.0% | +11.2% | +5.3% |
| 3M | +6.8% | -8.4% | +15.3% | +10.6% |
| 6M | +38.1% | -2.6% | +40.7% | +38.3% |
| YTD | +44.3% | -0.6% | +45.0% | +43.2% |
| 1Y | +42.6% | +11.0% | +31.6% | +35.1% |
| All | +42.6% | +14.7% | +27.8% | +35.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling