+4,762.1%
BEN vs PTC
+8,817.5%
-4,055.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.2% | +4.5% | +4.7% |
| 7D | +6.6% | -0.2% | +6.8% | +6.7% |
| 30D | +3.8% | +0.8% | +3.1% | +3.7% |
| 3M | +0.2% | +32.1% | -31.9% | -7.4% |
| 6M | +10.4% | +42.6% | -32.2% | -0.5% |
| YTD | +46.2% | +12.0% | +34.2% | +38.9% |
| 1Y | +52.3% | +12.2% | +40.1% | +44.6% |
| 3Y | +65.9% | +31.2% | +34.7% | +51.1% |
| 5Y | +20.6% | +54.9% | -34.3% | +5.3% |
| 10Y | +64.8% | +343.1% | -278.4% | +10.7% |
| All | +4,762.1% | +8,817.5% | -4,055.4% | +1,148.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling