+4,703.0%
BEN vs NYT
+754.3%
+3,948.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +0.3% | -0.7% | +1.1% | +0.6% |
| 30D | +0.9% | +4.5% | -3.6% | -0.7% |
| 3M | +9.2% | -8.5% | +17.7% | +11.9% |
| 6M | +36.8% | -15.1% | +51.8% | +43.3% |
| YTD | +44.4% | -3.3% | +47.7% | +44.0% |
| 1Y | +45.8% | +17.0% | +28.8% | +35.6% |
| 3Y | +52.5% | +55.7% | -3.1% | +26.1% |
| 5Y | +37.7% | +38.9% | -1.2% | +15.8% |
| 10Y | +55.4% | +485.3% | -429.9% | -26.9% |
| All | +4,703.0% | +754.3% | +3,948.7% | +1,642.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 NYT 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