+4,855.7%
BEN vs GAP
+2,258.2%
+2,597.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.5% | +3.0% | +3.4% |
| 7D | +0.2% | -4.5% | +4.7% | +1.5% |
| 30D | -0.5% | +9.0% | -9.6% | -3.4% |
| 3M | +9.7% | +5.0% | +4.7% | +7.3% |
| 6M | +33.9% | -17.8% | +51.7% | +38.5% |
| YTD | +49.0% | -10.4% | +59.4% | +50.0% |
| 1Y | +42.1% | -3.4% | +45.5% | +39.0% |
| 3Y | +51.9% | +111.5% | -59.6% | +7.3% |
| 5Y | +39.0% | +8.8% | +30.2% | +11.9% |
| 10Y | +57.9% | +32.9% | +25.0% | +0.9% |
| All | +4,855.7% | +2,258.2% | +2,597.5% | +1,040.5% |
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