+51.8%
BEN vs HIG
+315.0%
-263.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | +0.3% | -2.3% | +2.6% | +1.4% |
| 30D | +0.9% | -1.2% | +2.1% | +1.4% |
| 3M | +9.2% | +6.3% | +2.9% | +5.5% |
| 6M | +36.8% | +0.6% | +36.2% | +35.5% |
| YTD | +44.4% | +0.6% | +43.8% | +43.0% |
| 1Y | +45.8% | +6.1% | +39.7% | +40.4% |
| 3Y | +52.5% | +102.0% | -49.4% | +5.8% |
| 5Y | +37.7% | +119.2% | -81.5% | -8.5% |
| All | +51.8% | +315.0% | -263.2% | -27.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling