+42.5%
BEN vs RBA
+45.3%
-2.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.4% |
| 7D | +0.2% | -2.9% | +3.2% | +1.2% |
| 30D | -0.5% | -12.3% | +11.8% | +3.6% |
| 3M | +9.7% | -20.5% | +30.2% | +17.1% |
| 6M | +33.9% | -18.5% | +52.4% | +41.6% |
| YTD | +49.0% | -18.2% | +67.2% | +56.8% |
| 1Y | +42.1% | -27.5% | +69.6% | +55.6% |
| 3Y | +51.9% | +38.1% | +13.8% | +34.2% |
| All | +42.5% | +45.3% | -2.8% | +18.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling