+1,155.6%
BEN vs IRM
+9,964.6%
-8,809.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.9% | +2.9% |
| 7D | +0.2% | -0.5% | +0.7% | +0.4% |
| 30D | -0.5% | -8.1% | +7.5% | +2.6% |
| 3M | +9.7% | -9.7% | +19.4% | +13.6% |
| 6M | +33.9% | +10.0% | +23.9% | +28.2% |
| YTD | +49.0% | +43.0% | +6.0% | +28.4% |
| 1Y | +42.1% | +32.7% | +9.4% | +25.2% |
| 3Y | +51.9% | +102.7% | -50.8% | +10.7% |
| 5Y | +39.0% | +187.6% | -148.5% | -12.3% |
| 10Y | +57.9% | +420.1% | -362.2% | -23.3% |
| All | +1,155.6% | +9,964.6% | -8,809.0% | +237.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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