+42.2%
BEN vs GEN
+25.8%
+16.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.2% | +5.7% | +4.2% |
| 7D | +0.2% | -1.2% | +1.4% | +0.6% |
| 30D | -0.5% | +10.1% | -10.7% | -3.8% |
| 3M | +9.7% | +16.1% | -6.4% | +4.0% |
| 6M | +33.9% | +38.9% | -4.9% | +18.5% |
| YTD | +49.0% | +14.4% | +34.5% | +40.7% |
| 1Y | +42.1% | +5.9% | +36.3% | +37.8% |
| 3Y | +51.9% | +58.8% | -6.9% | +26.0% |
| All | +42.2% | +25.8% | +16.4% | +26.8% |
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