+42.5%
BEN vs PTC
+6.0%
+36.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.0% | +9.6% | +5.9% |
| 7D | +0.2% | -10.3% | +10.5% | +4.5% |
| 30D | -0.5% | +1.1% | -1.7% | -1.7% |
| 3M | +9.7% | +1.6% | +8.1% | +7.3% |
| 6M | +33.9% | -13.5% | +47.4% | +40.3% |
| YTD | +49.0% | -19.1% | +68.0% | +60.6% |
| 1Y | +42.1% | -33.9% | +76.0% | +68.2% |
| 3Y | +51.9% | -3.9% | +55.8% | +43.5% |
| All | +42.5% | +6.0% | +36.4% | +27.4% |
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