+52.3%
BEN vs MKTX
-25.3%
+77.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | -3.1% | -0.2% | -2.9% | -3.1% |
| 30D | +0.2% | +0.7% | -0.6% | +0.1% |
| 3M | +6.8% | +40.8% | -33.9% | +2.8% |
| 6M | +38.1% | -8.0% | +46.1% | +39.4% |
| YTD | +44.3% | -8.7% | +53.1% | +45.6% |
| 1Y | +42.6% | -11.8% | +54.4% | +44.4% |
| 3Y | +52.3% | -24.0% | +76.3% | +52.7% |
| All | +52.3% | -25.3% | +77.6% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 3y: compounded portfolio wealth divided by compounded MKTX 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…
3y analysis · Full analysis span regression · 6 months rolling