+35.8%
BEN vs QSR
+40.5%
-4.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.3% |
| 7D | -3.1% | -4.0% | +0.9% | -1.4% |
| 30D | +0.2% | +2.8% | -2.6% | -1.1% |
| 3M | +6.8% | +5.1% | +1.8% | +4.0% |
| 6M | +38.1% | +8.8% | +29.3% | +31.1% |
| YTD | +44.3% | +14.8% | +29.5% | +32.9% |
| 1Y | +42.6% | +25.7% | +16.8% | +24.7% |
| 3Y | +52.3% | +27.5% | +24.8% | +27.7% |
| All | +35.8% | +40.5% | -4.7% | +0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling