+51.8%
BEN vs MKC
+29.9%
+21.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.5% | -0.2% |
| 7D | -3.1% | -1.5% | -1.7% | -2.6% |
| 30D | +0.2% | -3.1% | +3.3% | +1.1% |
| 3M | +6.8% | +5.2% | +1.7% | +4.5% |
| 6M | +38.1% | -12.8% | +50.9% | +43.5% |
| YTD | +44.3% | -23.3% | +67.6% | +55.9% |
| 1Y | +42.6% | -24.1% | +66.7% | +54.1% |
| 3Y | +52.3% | -32.1% | +84.4% | +69.2% |
| 5Y | +37.6% | -32.8% | +70.4% | +50.4% |
| All | +51.8% | +29.9% | +21.9% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 10y: compounded portfolio wealth divided by compounded MKC 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…
10y analysis · Full analysis span regression · 6 months rolling