+5,070.6%
BEN vs GPC
+2,122.0%
+2,948.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.3% | +4.0% | +4.8% |
| 7D | +12.2% | +0.8% | +11.4% | +11.7% |
| 30D | +12.1% | -1.1% | +13.2% | +12.5% |
| 3M | +7.3% | -6.6% | +13.9% | +11.5% |
| 6M | +17.9% | +22.2% | -4.4% | +0.4% |
| YTD | +55.4% | +5.1% | +50.4% | +43.1% |
| 1Y | +69.3% | +2.8% | +66.5% | +57.8% |
| 3Y | +82.8% | +2.4% | +80.5% | +61.5% |
| 5Y | +28.8% | +7.8% | +21.0% | +7.6% |
| 10Y | +53.9% | +87.2% | -33.4% | -17.8% |
| All | +5,070.6% | +2,122.0% | +2,948.6% | +596.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling