+76.7%
BEN vs FTV
+90.8%
-14.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.5% | +4.2% |
| 7D | +0.2% | -4.5% | +4.7% | +3.3% |
| 30D | -0.5% | -7.1% | +6.5% | +4.2% |
| 3M | +9.7% | -7.2% | +16.9% | +14.5% |
| 6M | +33.9% | -1.5% | +35.4% | +34.1% |
| YTD | +49.0% | +3.5% | +45.5% | +43.4% |
| 1Y | +42.1% | +20.3% | +21.8% | +23.1% |
| 3Y | +51.9% | -3.1% | +55.0% | +49.2% |
| 5Y | +39.0% | +2.3% | +36.7% | +30.5% |
| 10Y | +57.9% | +76.3% | -18.5% | +10.9% |
| All | +76.7% | +90.8% | -14.1% | +21.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling