+4,855.7%
BEN vs GPC
+2,341.8%
+2,513.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.4% | +2.8% |
| 7D | +0.2% | +1.2% | -1.0% | -0.5% |
| 30D | -0.5% | +6.0% | -6.5% | -4.4% |
| 3M | +9.7% | +42.6% | -32.9% | -14.9% |
| 6M | +33.9% | +22.8% | +11.1% | +14.0% |
| YTD | +49.0% | +15.5% | +33.5% | +29.6% |
| 1Y | +42.1% | +2.0% | +40.1% | +33.8% |
| 3Y | +51.9% | -1.4% | +53.3% | +38.0% |
| 5Y | +39.0% | +30.6% | +8.4% | +2.5% |
| 10Y | +57.9% | +80.6% | -22.8% | -12.5% |
| All | +4,855.7% | +2,341.8% | +2,513.9% | +530.9% |
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