+61.2%
BEN vs RACE
+658.1%
-596.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +1.9% | +1.5% |
| 7D | +12.1% | +0.2% | +11.9% | +12.1% |
| 30D | +13.4% | +6.6% | +6.8% | +10.5% |
| 3M | +9.4% | +2.2% | +7.2% | +8.2% |
| 6M | +19.3% | +22.4% | -3.1% | +8.6% |
| YTD | +57.3% | +13.8% | +43.5% | +46.5% |
| 1Y | +69.1% | +2.2% | +66.9% | +64.8% |
| 3Y | +85.6% | +25.6% | +60.0% | +55.3% |
| 5Y | +32.9% | +71.0% | -38.0% | -5.8% |
| 10Y | +58.3% | +739.1% | -680.8% | -41.4% |
| All | +61.2% | +658.1% | -596.9% | -44.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling