+65.9%
BEN vs RBA
+42.3%
+23.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.3% | +6.0% | +5.1% |
| 7D | +6.6% | +4.3% | +2.3% | +5.2% |
| 30D | +3.8% | +16.3% | -12.5% | -1.1% |
| 3M | +0.2% | +1.3% | -1.1% | -0.5% |
| 6M | +10.4% | -11.1% | +21.5% | +13.4% |
| YTD | +46.2% | -8.5% | +54.6% | +47.7% |
| 1Y | +52.3% | -2.1% | +54.4% | +50.0% |
| 3Y | +65.9% | +44.6% | +21.4% | +48.6% |
| All | +65.9% | +42.3% | +23.6% | +48.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling