+4,768.7%
BEN vs GFI
+682.6%
+4,086.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.5% |
| 7D | +3.4% | +4.7% | -1.3% | +3.1% |
| 30D | +1.8% | +14.4% | -12.6% | +1.1% |
| 3M | +8.4% | +32.5% | -24.1% | +6.7% |
| 6M | +35.6% | -7.2% | +42.8% | +35.6% |
| YTD | +46.4% | +10.9% | +35.5% | +44.8% |
| 1Y | +46.3% | +35.5% | +10.9% | +43.0% |
| 3Y | +54.6% | +312.1% | -257.5% | +42.1% |
| 5Y | +39.4% | +524.6% | -485.2% | +24.3% |
| 10Y | +57.6% | +1,092.7% | -1,035.2% | +32.4% |
| All | +4,768.7% | +682.6% | +4,086.1% | +4,138.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling