+52.3%
BEN vs IFF
+29.0%
+23.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IFF | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | -3.1% | -3.2% | +0.1% | -2.2% |
| 30D | +0.2% | -0.3% | +0.5% | +0.2% |
| 3M | +6.8% | +8.4% | -1.6% | +3.7% |
| 6M | +38.1% | +23.0% | +15.1% | +27.4% |
| YTD | +44.3% | +25.5% | +18.9% | +31.2% |
| 1Y | +42.6% | +29.1% | +13.5% | +27.8% |
| 3Y | +52.3% | +31.7% | +20.7% | +20.7% |
| All | +52.3% | +29.0% | +23.3% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IFF.
Daily Out/Under-Performance
Portfolio return minus IFF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IFF 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 3y: compounded portfolio wealth divided by compounded IFF 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…
3y analysis · Full analysis span regression · 6 months rolling