+416.3%
BEN vs IAG
+303.8%
+112.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.6% | +0.4% |
| 7D | +6.8% | -7.7% | +14.5% | +7.5% |
| 30D | +18.0% | +1.6% | +16.4% | +17.7% |
| 3M | +7.5% | -2.4% | +9.9% | +7.4% |
| 6M | +14.7% | -7.8% | +22.5% | +14.8% |
| YTD | +56.1% | +5.0% | +51.1% | +53.2% |
| 1Y | +69.6% | +25.7% | +43.9% | +63.8% |
| 3Y | +87.7% | +694.5% | -606.8% | +49.5% |
| 5Y | +28.6% | +421.7% | -393.0% | +2.9% |
| 10Y | +59.8% | +382.5% | -322.6% | +20.1% |
| All | +416.3% | +303.8% | +112.5% | +240.8% |
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