+31.2%
BEN vs HBM
+210.2%
-179.0%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | 0.0% |
| 7D | +7.2% | -1.3% | +8.4% | +7.4% |
| 30D | +14.1% | -14.8% | +28.9% | +17.6% |
| 3M | +9.9% | -20.7% | +30.6% | +14.5% |
| 6M | +17.4% | -13.9% | +31.3% | +18.7% |
| YTD | +57.3% | +10.6% | +46.7% | +47.7% |
| 1Y | +66.9% | +32.4% | +34.6% | +50.2% |
| 3Y | +85.7% | +432.0% | -346.3% | +12.6% |
| 5Y | +31.2% | +205.5% | -174.3% | -14.8% |
| All | +31.2% | +210.2% | -179.0% | -14.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling