+4,466.0%
BEN vs LH
+1,579.7%
+2,886.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.6% |
| 7D | +6.8% | +1.1% | +5.7% | +6.6% |
| 30D | +18.0% | +16.7% | +1.2% | +14.2% |
| 3M | +7.5% | +15.1% | -7.6% | +4.2% |
| 6M | +14.7% | +46.3% | -31.6% | +5.6% |
| YTD | +56.1% | +48.8% | +7.3% | +43.1% |
| 1Y | +69.6% | +39.7% | +29.9% | +57.5% |
| 3Y | +87.7% | +87.0% | +0.6% | +63.4% |
| 5Y | +28.6% | +53.0% | -24.4% | +16.5% |
| 10Y | +59.8% | +264.3% | -204.5% | +21.2% |
| All | +4,466.0% | +1,579.7% | +2,886.3% | +2,485.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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