+591.9%
BEN vs IBN
+1,532.9%
-941.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +3.7% |
| 7D | +0.2% | +1.4% | -1.2% | -0.2% |
| 30D | -0.5% | -0.3% | -0.2% | -0.5% |
| 3M | +9.7% | +17.1% | -7.4% | +4.4% |
| 6M | +33.9% | +3.4% | +30.5% | +32.4% |
| YTD | +49.0% | +2.5% | +46.5% | +47.6% |
| 1Y | +42.1% | -4.2% | +46.3% | +43.4% |
| 3Y | +51.9% | +32.4% | +19.5% | +37.4% |
| 5Y | +39.0% | +59.2% | -20.1% | +18.8% |
| 10Y | +57.9% | +345.7% | -287.8% | -7.5% |
| All | +591.9% | +1,532.9% | -941.0% | +175.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling