+57.3%
BEN vs HBM
+47.3%
+10.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.6% | +1.0% | +4.2% |
| 7D | +6.7% | -5.8% | +12.6% | +7.5% |
| 30D | +3.0% | -18.5% | +21.5% | +5.4% |
| 3M | -4.3% | -10.3% | +5.9% | -3.4% |
| 6M | +16.4% | +2.1% | +14.2% | +15.6% |
| YTD | +46.8% | +12.0% | +34.7% | +38.0% |
| 1Y | +57.3% | +49.8% | +7.6% | +35.3% |
| All | +57.3% | +47.3% | +10.1% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling