+87.7%
BEN vs GPC
+0.2%
+87.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | +6.8% | +0.4% | +6.3% | +6.7% |
| 30D | +18.0% | -6.3% | +24.3% | +20.0% |
| 3M | +7.5% | -8.2% | +15.6% | +9.8% |
| 6M | +14.7% | +27.1% | -12.4% | +5.7% |
| YTD | +56.1% | +3.1% | +53.0% | +51.0% |
| 1Y | +69.6% | +0.1% | +69.5% | +65.7% |
| 3Y | +87.7% | +0.2% | +87.5% | +68.1% |
| All | +87.7% | +0.2% | +87.5% | +68.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling