+461.7%
BEN vs GME
+1,495.6%
-1,033.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.4% |
| 7D | +6.8% | +2.9% | +3.9% | +6.5% |
| 30D | +18.0% | -4.8% | +22.8% | +18.5% |
| 3M | +7.5% | +39.2% | -31.7% | +4.0% |
| 6M | +14.7% | +17.1% | -2.4% | +12.6% |
| YTD | +56.1% | +28.7% | +27.4% | +51.5% |
| 1Y | +69.6% | +23.3% | +46.3% | +65.2% |
| 3Y | +87.7% | +112.9% | -25.3% | +52.5% |
| 5Y | +28.6% | -48.8% | +77.5% | +13.6% |
| 10Y | +59.8% | +478.2% | -418.4% | -55.4% |
| All | +461.7% | +1,495.6% | -1,033.8% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GME.
Daily Out/Under-Performance
Portfolio return minus GME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GME 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 GME 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