+57.6%
BEN vs GPC
+83.6%
-26.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -2.0% |
| 7D | +3.4% | -0.6% | +4.0% | +3.7% |
| 30D | +1.8% | +1.3% | +0.5% | +1.0% |
| 3M | +8.4% | +37.1% | -28.7% | -10.2% |
| 6M | +35.6% | +23.2% | +12.4% | +18.7% |
| YTD | +46.4% | +13.1% | +33.3% | +32.1% |
| 1Y | +46.3% | +0.9% | +45.5% | +40.7% |
| 3Y | +54.6% | -0.8% | +55.4% | +42.9% |
| 5Y | +39.4% | +31.1% | +8.3% | +6.2% |
| 10Y | +57.6% | +87.4% | -29.8% | -5.6% |
| All | +57.6% | +83.6% | -26.0% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded GPC 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling