+5,070.6%
BEN vs GEN
+8,591.0%
-3,520.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.6% |
| 3M | +7.3% | +2.6% | +4.7% | +6.0% |
| 6M | +17.9% | +32.7% | -14.8% | +10.4% |
| YTD | +55.4% | +11.3% | +44.2% | +50.1% |
| 1Y | +69.3% | +17.9% | +51.4% | +61.7% |
| 3Y | +82.8% | +66.3% | +16.5% | +62.4% |
| 5Y | +28.8% | +31.7% | -2.9% | +18.3% |
| 10Y | +53.9% | +150.0% | -96.1% | +19.7% |
| All | +5,070.6% | +8,591.0% | -3,520.3% | +1,553.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling