+87.7%
BEN vs INDA
+16.8%
+70.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.6% |
| 7D | +6.8% | +1.1% | +5.7% | +6.0% |
| 30D | +18.0% | +9.4% | +8.6% | +11.1% |
| 3M | +7.5% | +2.9% | +4.5% | +5.4% |
| 6M | +14.7% | +7.2% | +7.5% | +9.5% |
| YTD | +56.1% | -4.8% | +60.9% | +59.9% |
| 1Y | +69.6% | -5.1% | +74.7% | +73.9% |
| 3Y | +87.7% | +16.7% | +71.0% | +50.9% |
| All | +87.7% | +16.8% | +70.9% | +50.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling