+4,855.7%
BEN vs MKC
+3,376.8%
+1,479.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.5% | +3.9% |
| 7D | +0.2% | -5.9% | +6.1% | +2.5% |
| 30D | -0.5% | -0.9% | +0.3% | -0.4% |
| 3M | +9.7% | +12.7% | -3.0% | +4.1% |
| 6M | +33.9% | -19.3% | +53.2% | +43.6% |
| YTD | +49.0% | -22.2% | +71.1% | +60.9% |
| 1Y | +42.1% | -23.3% | +65.5% | +53.7% |
| 3Y | +51.9% | -30.0% | +81.9% | +67.3% |
| 5Y | +39.0% | -33.8% | +72.8% | +54.2% |
| 10Y | +57.9% | +24.4% | +33.4% | +32.1% |
| All | +4,855.7% | +3,376.8% | +1,479.0% | +1,310.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling