+53.6%
BEN vs RBA
+207.2%
-153.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.2% |
| 7D | +6.8% | +1.7% | +5.0% | +6.2% |
| 30D | +18.0% | +8.3% | +9.6% | +15.0% |
| 3M | +7.5% | +10.5% | -3.1% | +3.8% |
| 6M | +14.7% | -5.9% | +20.6% | +15.7% |
| YTD | +56.1% | -6.9% | +63.0% | +57.4% |
| 1Y | +69.6% | -4.9% | +74.4% | +69.7% |
| 3Y | +87.7% | +64.5% | +23.2% | +57.2% |
| 5Y | +28.6% | +46.1% | -17.4% | +9.1% |
| All | +53.6% | +207.2% | -153.5% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling