+42.5%
BEN vs RACE
+93.6%
-51.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +4.3% |
| 7D | +0.2% | -2.5% | +2.7% | +1.2% |
| 30D | -0.5% | +0.8% | -1.3% | -1.0% |
| 3M | +9.7% | +17.2% | -7.4% | +2.4% |
| 6M | +33.9% | +13.6% | +20.3% | +25.9% |
| YTD | +49.0% | +12.2% | +36.8% | +40.0% |
| 1Y | +42.1% | -16.3% | +58.4% | +50.5% |
| 3Y | +51.9% | +36.4% | +15.4% | +12.8% |
| All | +42.5% | +93.6% | -51.1% | -20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling