+87.7%
BEN vs GAP
+70.6%
+17.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.3% | +0.6% |
| 7D | +6.8% | -1.9% | +8.7% | +7.1% |
| 30D | +18.0% | -7.1% | +25.0% | +19.3% |
| 3M | +7.5% | +4.1% | +3.4% | +6.5% |
| 6M | +14.7% | +1.9% | +12.8% | +13.3% |
| YTD | +56.1% | -15.2% | +71.3% | +58.3% |
| 1Y | +69.6% | -10.6% | +80.2% | +70.2% |
| 3Y | +87.7% | +74.6% | +13.1% | +81.9% |
| All | +87.7% | +70.6% | +17.1% | +81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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