+61.0%
BEN vs GEN
+156.5%
-95.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | -0.5% |
| 7D | +7.2% | -0.8% | +8.0% | +7.3% |
| 30D | +14.1% | +31.2% | -17.1% | +6.8% |
| 3M | +9.9% | +6.1% | +3.8% | +7.5% |
| 6M | +17.4% | +38.1% | -20.7% | +7.2% |
| YTD | +57.3% | +14.4% | +42.9% | +49.6% |
| 1Y | +66.9% | +15.1% | +51.8% | +58.5% |
| 3Y | +85.7% | +68.5% | +17.1% | +60.3% |
| 5Y | +31.2% | +35.8% | -4.6% | +16.6% |
| 10Y | +61.0% | +155.4% | -94.4% | +23.0% |
| All | +61.0% | +156.5% | -95.5% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling