+51.8%
BEN vs IBN
+324.2%
-272.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -0.7% |
| 7D | -3.1% | -3.0% | -0.1% | -2.1% |
| 30D | +0.2% | -1.5% | +1.7% | +0.6% |
| 3M | +6.8% | +7.9% | -1.1% | +3.8% |
| 6M | +38.1% | +8.6% | +29.5% | +33.8% |
| YTD | +44.3% | -0.6% | +44.9% | +44.2% |
| 1Y | +42.6% | -7.3% | +49.9% | +45.6% |
| 3Y | +52.3% | +26.2% | +26.1% | +37.4% |
| 5Y | +37.6% | +57.8% | -20.2% | +14.6% |
| All | +51.8% | +324.2% | -272.4% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling