+35.8%
BEN vs MKC
-33.0%
+68.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.5% | -0.1% |
| 7D | -3.1% | -1.5% | -1.7% | -2.8% |
| 30D | +0.2% | -3.1% | +3.3% | +0.8% |
| 3M | +6.8% | +5.2% | +1.7% | +5.1% |
| 6M | +38.1% | -12.8% | +50.9% | +42.7% |
| YTD | +44.3% | -23.3% | +67.6% | +53.9% |
| 1Y | +42.6% | -24.1% | +66.7% | +52.2% |
| 3Y | +52.3% | -32.1% | +84.4% | +67.2% |
| All | +35.8% | -33.0% | +68.8% | +35.4% |
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