+24.2%
BEN vs NTR
+97.9%
-73.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | +0.1% |
| 7D | -3.1% | -1.3% | -1.8% | -2.7% |
| 30D | +0.2% | +16.8% | -16.6% | -5.1% |
| 3M | +6.8% | +20.7% | -13.9% | -0.4% |
| 6M | +38.1% | +0.5% | +37.6% | +35.8% |
| YTD | +44.3% | +29.2% | +15.2% | +28.6% |
| 1Y | +42.6% | +39.6% | +3.0% | +22.8% |
| 3Y | +52.3% | +37.9% | +14.4% | +28.8% |
| 5Y | +37.6% | +47.1% | -9.4% | -0.2% |
| All | +24.2% | +97.9% | -73.8% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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