+51.8%
BEN vs QSR
+135.2%
-83.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.3% |
| 7D | -3.1% | -4.0% | +0.9% | -1.6% |
| 30D | +0.2% | +2.8% | -2.6% | -0.9% |
| 3M | +6.8% | +5.1% | +1.8% | +4.4% |
| 6M | +38.1% | +8.8% | +29.3% | +32.6% |
| YTD | +44.3% | +14.8% | +29.5% | +35.4% |
| 1Y | +42.6% | +25.7% | +16.8% | +28.7% |
| 3Y | +52.3% | +27.5% | +24.8% | +35.1% |
| 5Y | +37.6% | +41.3% | -3.6% | +16.4% |
| All | +51.8% | +135.2% | -83.4% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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