+59.3%
BEN vs IRE
-84.4%
+143.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +14.0% | -10.5% | +3.2% |
| 7D | +0.2% | +54.8% | -54.6% | -0.9% |
| 30D | -0.5% | +18.4% | -18.9% | -1.3% |
| 3M | +9.7% | -66.7% | +76.5% | +10.9% |
| 6M | +33.9% | -52.3% | +86.2% | +32.3% |
| YTD | +49.0% | -52.3% | +101.3% | +44.3% |
| All | +59.3% | -84.4% | +143.7% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 1y: compounded portfolio wealth divided by compounded IRE 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…
1y analysis · Full analysis span regression · 6 months rolling