+48.6%
BEN vs GEN
+0.8%
+47.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | +0.4% |
| 7D | +4.7% | -0.7% | +5.4% | +4.8% |
| 30D | +2.6% | +2.6% | 0.0% | +1.9% |
| 3M | +11.5% | +15.8% | -4.3% | +7.5% |
| 6M | +35.3% | +33.1% | +2.2% | +24.5% |
| YTD | +48.6% | +11.3% | +37.3% | +46.5% |
| All | +48.6% | +0.8% | +47.8% | +49.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling