+57.3%
BEN vs MDY
+17.5%
+39.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.6% | +4.1% | +4.1% |
| 7D | +6.7% | +1.7% | +5.0% | +5.0% |
| 30D | +3.0% | +1.2% | +1.8% | +1.8% |
| 3M | -4.3% | -3.5% | -0.9% | -0.9% |
| 6M | +16.4% | +3.5% | +12.8% | +12.2% |
| YTD | +46.8% | +13.6% | +33.2% | +31.2% |
| 1Y | +57.3% | +17.1% | +40.3% | +37.2% |
| All | +57.3% | +17.5% | +39.9% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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