+57.0%
BEN vs FTV
-3.2%
+60.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.5% | +0.2% |
| 7D | +4.7% | -0.4% | +5.1% | +4.9% |
| 30D | +2.6% | -8.3% | +10.9% | +7.5% |
| 3M | +11.5% | -7.4% | +18.9% | +15.7% |
| 6M | +35.3% | -1.2% | +36.5% | +35.1% |
| YTD | +48.6% | +2.7% | +45.9% | +44.5% |
| 1Y | +46.7% | +18.4% | +28.2% | +30.6% |
| 3Y | +57.0% | -2.0% | +59.1% | +50.6% |
| All | +57.0% | -3.2% | +60.2% | +50.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling