+55.2%
BEN vs PTC
+204.7%
-149.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.5% | +5.3% | +1.7% |
| 7D | +4.7% | -12.8% | +17.5% | +9.6% |
| 30D | +2.6% | -9.8% | +12.4% | +5.9% |
| 3M | +11.5% | -2.1% | +13.6% | +10.6% |
| 6M | +35.3% | -18.1% | +53.4% | +43.0% |
| YTD | +48.6% | -23.5% | +72.1% | +60.8% |
| 1Y | +46.7% | -37.4% | +84.0% | +70.6% |
| 3Y | +57.0% | -7.2% | +64.2% | +54.6% |
| 5Y | +41.8% | +2.7% | +39.2% | +32.4% |
| 10Y | +55.2% | +203.4% | -148.2% | -5.8% |
| All | +55.2% | +204.7% | -149.5% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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