+32.9%
BEN vs IBN
+73.9%
-41.0%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | -0.1% | +0.6% |
| 7D | +12.1% | +15.8% | -3.6% | +4.3% |
| 30D | +13.4% | +25.1% | -11.7% | +1.4% |
| 3M | +9.4% | +16.0% | -6.6% | +1.4% |
| 6M | +19.3% | +32.8% | -13.5% | +3.2% |
| YTD | +57.3% | +18.0% | +39.2% | +43.9% |
| 1Y | +69.1% | +15.9% | +53.2% | +56.0% |
| 3Y | +85.6% | +57.6% | +28.0% | +37.1% |
| 5Y | +32.9% | +74.7% | -41.7% | -10.9% |
| All | +32.9% | +73.9% | -41.0% | -10.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling