+51.8%
BEN vs GFI
+1,066.8%
-1,015.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.2% | 0.0% |
| 7D | -3.1% | -4.9% | +1.7% | -2.9% |
| 30D | +0.2% | +10.7% | -10.6% | -0.4% |
| 3M | +6.8% | +25.6% | -18.8% | +5.4% |
| 6M | +38.1% | -8.3% | +46.4% | +38.1% |
| YTD | +44.3% | +6.3% | +38.0% | +42.9% |
| 1Y | +42.6% | +22.1% | +20.5% | +39.8% |
| 3Y | +52.3% | +289.2% | -236.9% | +39.6% |
| 5Y | +37.6% | +531.7% | -494.0% | +22.8% |
| All | +51.8% | +1,066.8% | -1,015.1% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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