+1,249.8%
BEN vs HIG
+995.0%
+254.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | +6.8% | +2.6% | +4.2% | +5.9% |
| 30D | +18.0% | +4.2% | +13.8% | +16.4% |
| 3M | +7.5% | +0.2% | +7.3% | +7.2% |
| 6M | +14.7% | +4.6% | +10.1% | +12.5% |
| YTD | +56.1% | +1.1% | +55.0% | +54.7% |
| 1Y | +69.6% | +4.7% | +64.9% | +66.2% |
| 3Y | +87.7% | +95.5% | -7.8% | +49.5% |
| 5Y | +28.6% | +111.7% | -83.0% | 0.0% |
| 10Y | +59.8% | +263.4% | -203.6% | +1.3% |
| All | +1,249.8% | +995.0% | +254.9% | +239.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling