+57.3%
BEN vs HIG
+12.7%
+44.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.4% | +2.3% | +4.2% |
| 7D | +6.7% | +6.2% | +0.5% | +5.5% |
| 30D | +3.0% | +9.4% | -6.4% | +1.1% |
| 3M | -4.3% | -2.3% | -2.0% | -3.8% |
| 6M | +16.4% | +4.2% | +12.2% | +14.2% |
| YTD | +46.8% | +1.6% | +45.2% | +43.2% |
| 1Y | +57.3% | +9.9% | +47.5% | +55.8% |
| All | +57.3% | +12.7% | +44.6% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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