+28.8%
BEN vs GEN
+27.3%
+1.5%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.3% | +6.3% |
| 7D | +12.2% | -0.3% | +12.5% | +12.3% |
| 30D | +12.1% | +28.2% | -16.1% | +3.8% |
| 3M | +7.3% | +2.6% | +4.7% | +5.6% |
| 6M | +17.9% | +32.7% | -14.8% | +5.8% |
| YTD | +55.4% | +11.3% | +44.2% | +47.3% |
| 1Y | +69.3% | +17.9% | +51.4% | +57.2% |
| 3Y | +82.8% | +66.3% | +16.5% | +49.0% |
| 5Y | +28.8% | +31.7% | -2.9% | +4.4% |
| All | +28.8% | +27.3% | +1.5% | +4.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling