+21.0%
BEN vs PTC
+55.9%
-34.9%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.2% | +4.5% | +4.6% |
| 7D | +6.6% | -0.2% | +6.8% | +6.7% |
| 30D | +3.8% | +0.8% | +3.1% | +3.6% |
| 3M | +0.2% | +32.1% | -31.9% | -10.6% |
| 6M | +10.4% | +42.6% | -32.2% | -6.1% |
| YTD | +46.2% | +12.0% | +34.2% | +38.8% |
| 1Y | +52.3% | +12.2% | +40.1% | +44.3% |
| 3Y | +65.9% | +31.2% | +34.7% | +38.8% |
| All | +21.0% | +55.9% | -34.9% | -8.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling