+4,768.7%
BEN vs IFF
+833.5%
+3,935.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IFF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -0.7% |
| 7D | +3.4% | -3.0% | +6.4% | +5.1% |
| 30D | +1.8% | -0.9% | +2.7% | +2.2% |
| 3M | +8.4% | +11.8% | -3.5% | +1.0% |
| 6M | +35.6% | +16.5% | +19.1% | +21.7% |
| YTD | +46.4% | +26.5% | +19.9% | +24.8% |
| 1Y | +46.3% | +32.7% | +13.6% | +20.9% |
| 3Y | +54.6% | +32.0% | +22.6% | +23.7% |
| 5Y | +39.4% | -36.1% | +75.5% | +60.1% |
| 10Y | +57.6% | -20.1% | +77.6% | +50.6% |
| All | +4,768.7% | +833.5% | +3,935.2% | +1,189.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling