+5,092.2%
BEN vs GAP
+2,131.7%
+2,960.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.3% | +0.7% |
| 7D | +6.8% | -1.9% | +8.7% | +7.4% |
| 30D | +18.0% | -7.1% | +25.0% | +20.3% |
| 3M | +7.5% | +4.1% | +3.4% | +5.5% |
| 6M | +14.7% | +1.9% | +12.8% | +12.1% |
| YTD | +56.1% | -15.2% | +71.3% | +59.2% |
| 1Y | +69.6% | -10.6% | +80.2% | +69.9% |
| 3Y | +87.7% | +74.6% | +13.1% | +40.7% |
| 5Y | +28.6% | +3.7% | +25.0% | +5.0% |
| 10Y | +59.8% | +2.4% | +57.4% | +10.7% |
| All | +5,092.2% | +2,131.7% | +2,960.6% | +1,109.8% |
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