+54.4%
BEN vs HIG
+101.4%
-47.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.8% |
| 7D | +3.4% | -0.5% | +3.8% | +3.5% |
| 30D | +1.8% | -2.8% | +4.6% | +2.9% |
| 3M | +8.4% | +6.3% | +2.0% | +5.0% |
| 6M | +35.6% | -0.1% | +35.7% | +34.9% |
| YTD | +46.4% | +0.4% | +45.9% | +45.1% |
| 1Y | +46.3% | +6.2% | +40.1% | +41.3% |
| All | +54.4% | +101.4% | -47.0% | +10.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling