+5,131.2%
BEN vs GAP
+2,227.0%
+2,904.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.3% | +1.5% |
| 7D | +12.1% | -0.1% | +12.2% | +12.1% |
| 30D | +13.4% | -5.4% | +18.8% | +15.1% |
| 3M | +9.4% | +2.9% | +6.5% | +7.7% |
| 6M | +19.3% | -4.4% | +23.7% | +18.6% |
| YTD | +57.3% | -11.6% | +68.8% | +58.5% |
| 1Y | +69.1% | -6.0% | +75.2% | +67.0% |
| 3Y | +85.6% | +78.0% | +7.6% | +38.5% |
| 5Y | +32.9% | +8.5% | +24.5% | +7.1% |
| 10Y | +58.3% | +8.6% | +49.7% | +7.8% |
| All | +5,131.2% | +2,227.0% | +2,904.2% | +1,104.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling