+420.3%
BEN vs IAG
+321.3%
+99.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.5% | +0.2% |
| 7D | +7.2% | +3.4% | +3.7% | +6.8% |
| 30D | +14.1% | -2.7% | +16.8% | +14.3% |
| 3M | +9.9% | -0.5% | +10.4% | +9.7% |
| 6M | +17.4% | -4.8% | +22.2% | +17.2% |
| YTD | +57.3% | +9.6% | +47.7% | +53.8% |
| 1Y | +66.9% | +32.2% | +34.8% | +60.5% |
| 3Y | +85.7% | +692.5% | -606.9% | +48.0% |
| 5Y | +31.2% | +447.6% | -416.4% | +4.5% |
| 10Y | +61.0% | +403.3% | -342.3% | +20.6% |
| All | +420.3% | +321.3% | +99.0% | +242.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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