+59.9%
BEN vs INDA
+115.1%
-55.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +0.2% | +0.7% | -0.5% | -0.2% |
| 30D | -0.5% | -0.8% | +0.3% | -0.1% |
| 3M | +9.7% | +3.9% | +5.8% | +7.1% |
| 6M | +33.9% | -0.7% | +34.6% | +34.6% |
| YTD | +49.0% | -7.7% | +56.6% | +56.6% |
| 1Y | +42.1% | -5.1% | +47.2% | +46.6% |
| 3Y | +51.9% | +13.6% | +38.2% | +39.5% |
| 5Y | +39.0% | +7.8% | +31.2% | +32.8% |
| 10Y | +57.9% | +84.6% | -26.8% | +7.0% |
| All | +59.9% | +115.1% | -55.3% | -4.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling