+53.9%
BEN vs RBA
+236.6%
-182.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.4% | +3.9% | +5.6% |
| 7D | +12.2% | +2.5% | +9.7% | +11.4% |
| 30D | +12.1% | +11.6% | +0.5% | +8.2% |
| 3M | +7.3% | +1.5% | +5.8% | +6.4% |
| 6M | +17.9% | -6.6% | +24.5% | +19.2% |
| YTD | +55.4% | -6.3% | +61.7% | +56.4% |
| 1Y | +69.3% | -4.0% | +73.3% | +69.0% |
| 3Y | +82.8% | +47.3% | +35.6% | +58.2% |
| 5Y | +28.8% | +47.7% | -18.9% | +9.0% |
| 10Y | +53.9% | +224.7% | -170.8% | -2.5% |
| All | +53.9% | +236.6% | -182.7% | -2.5% |
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