+39.4%
BEN vs FTV
+1.8%
+37.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -0.7% |
| 7D | +3.4% | -1.3% | +4.6% | +4.2% |
| 30D | +1.8% | -9.5% | +11.3% | +8.8% |
| 3M | +8.4% | -10.9% | +19.3% | +16.4% |
| 6M | +35.6% | -0.6% | +36.3% | +34.7% |
| YTD | +46.4% | +1.4% | +44.9% | +42.2% |
| 1Y | +46.3% | +17.6% | +28.7% | +27.0% |
| 3Y | +54.6% | -3.3% | +57.9% | +51.1% |
| 5Y | +39.4% | -0.1% | +39.5% | +29.9% |
| All | +39.4% | +1.8% | +37.6% | +29.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling