+46.7%
BEN vs PTC
-38.1%
+84.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.5% | +5.3% | +0.4% |
| 7D | +4.7% | -12.8% | +17.5% | +6.2% |
| 30D | +2.6% | -9.8% | +12.4% | +3.6% |
| 3M | +11.5% | -2.1% | +13.6% | +10.8% |
| 6M | +35.3% | -18.1% | +53.4% | +40.5% |
| YTD | +48.6% | -23.5% | +72.1% | +56.1% |
| 1Y | +46.7% | -37.4% | +84.0% | +63.0% |
| All | +46.7% | -38.1% | +84.8% | +63.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling