+29.3%
BEN vs MKC
-35.5%
+64.8%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.7% | +0.2% |
| 7D | +6.8% | -3.0% | +9.8% | +7.5% |
| 30D | +18.0% | +4.8% | +13.2% | +16.5% |
| 3M | +7.5% | -12.8% | +20.3% | +10.5% |
| 6M | +14.7% | +5.0% | +9.7% | +12.3% |
| YTD | +56.1% | -29.1% | +85.2% | +68.5% |
| 1Y | +69.6% | -26.4% | +96.0% | +80.9% |
| 3Y | +87.7% | -21.6% | +109.3% | +92.5% |
| All | +29.3% | -35.5% | +64.8% | +38.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling