+281.4%
BEN vs HBM
+456.2%
-174.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.6% | +0.7% |
| 7D | +6.8% | +2.2% | +4.5% | +6.3% |
| 30D | +18.0% | -11.8% | +29.8% | +21.0% |
| 3M | +7.5% | -19.2% | +26.7% | +11.9% |
| 6M | +14.7% | -22.9% | +37.6% | +19.0% |
| YTD | +56.1% | +7.8% | +48.3% | +47.6% |
| 1Y | +69.6% | +34.9% | +34.7% | +52.3% |
| 3Y | +87.7% | +422.2% | -334.5% | +18.5% |
| 5Y | +28.6% | +192.8% | -164.2% | -12.4% |
| 10Y | +59.8% | +281.1% | -221.3% | -14.4% |
| All | +281.4% | +456.2% | -174.7% | +28.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling