+52.7%
BEN vs RACE
+647.6%
-594.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +4.3% |
| 7D | +0.2% | -2.5% | +2.7% | +1.3% |
| 30D | -0.5% | +0.8% | -1.3% | -1.0% |
| 3M | +9.7% | +17.2% | -7.4% | +2.1% |
| 6M | +33.9% | +13.6% | +20.3% | +25.7% |
| YTD | +49.0% | +12.2% | +36.8% | +39.7% |
| 1Y | +42.1% | -16.3% | +58.4% | +49.6% |
| 3Y | +51.9% | +36.4% | +15.4% | +21.8% |
| 5Y | +39.0% | +95.0% | -55.9% | -6.9% |
| 10Y | +57.9% | +813.2% | -755.4% | -43.5% |
| All | +52.7% | +647.6% | -594.9% | -47.5% |
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 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