+89.1%
BEN vs RACE
+26.1%
+63.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +7.2% | -3.9% | +11.0% | +8.1% |
| 30D | +14.1% | +6.8% | +7.3% | +12.6% |
| 3M | +9.9% | +1.3% | +8.6% | +9.5% |
| 6M | +17.4% | +26.3% | -8.9% | +11.5% |
| YTD | +57.3% | +13.8% | +43.5% | +51.8% |
| 1Y | +66.9% | -0.5% | +67.4% | +65.3% |
| All | +89.1% | +26.1% | +63.0% | +72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 3y: compounded portfolio wealth divided by compounded RACE 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…
3y analysis · Full analysis span regression · 6 months rolling