+35.8%
BEN vs INDA
+5.7%
+30.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.9% |
| 7D | -3.1% | -2.7% | -0.4% | -0.7% |
| 30D | +0.2% | -2.8% | +2.9% | +2.7% |
| 3M | +6.8% | +1.6% | +5.2% | +5.2% |
| 6M | +38.1% | -1.4% | +39.5% | +39.7% |
| YTD | +44.3% | -10.1% | +54.5% | +58.5% |
| 1Y | +42.6% | -8.8% | +51.3% | +54.0% |
| 3Y | +52.3% | +7.6% | +44.7% | +34.2% |
| All | +35.8% | +5.7% | +30.1% | +21.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling