+51.8%
BEN vs INDA
+84.7%
-32.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.7% |
| 7D | -3.1% | -2.7% | -0.4% | -1.3% |
| 30D | +0.2% | -2.8% | +2.9% | +2.0% |
| 3M | +6.8% | +1.6% | +5.2% | +5.6% |
| 6M | +38.1% | -1.4% | +39.5% | +39.5% |
| YTD | +44.3% | -10.1% | +54.5% | +55.0% |
| 1Y | +42.6% | -8.8% | +51.3% | +51.3% |
| 3Y | +52.3% | +7.6% | +44.7% | +43.8% |
| 5Y | +37.6% | +5.8% | +31.9% | +32.1% |
| All | +51.8% | +84.7% | -32.9% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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