+37.7%
BEN vs HRB
+109.9%
-72.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.8% | -1.2% |
| 7D | +0.3% | -12.2% | +12.5% | +2.7% |
| 30D | +0.9% | -3.0% | +3.9% | +1.0% |
| 3M | +9.2% | +21.7% | -12.5% | +3.9% |
| 6M | +36.8% | +52.3% | -15.5% | +22.6% |
| YTD | +44.4% | +6.5% | +37.9% | +41.8% |
| 1Y | +45.8% | -6.7% | +52.5% | +48.1% |
| 3Y | +52.5% | +25.1% | +27.4% | +40.7% |
| 5Y | +37.7% | +113.8% | -76.1% | +17.1% |
| All | +37.7% | +109.9% | -72.2% | +17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling