+87.7%
BEN vs HRB
+22.6%
+65.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.9% | +0.6% |
| 7D | +6.8% | -5.1% | +11.9% | +7.4% |
| 30D | +18.0% | +8.7% | +9.3% | +16.6% |
| 3M | +7.5% | -5.4% | +12.9% | +7.9% |
| 6M | +14.7% | +41.6% | -26.9% | +8.0% |
| YTD | +56.1% | +18.7% | +37.4% | +54.7% |
| 1Y | +69.6% | +16.4% | +53.1% | +68.7% |
| 3Y | +87.7% | +22.0% | +65.7% | +81.5% |
| All | +87.7% | +22.6% | +65.1% | +81.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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