+55.2%
BEN vs RL
+304.3%
-249.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.2% |
| 7D | +4.7% | +1.9% | +2.8% | +3.9% |
| 30D | +2.6% | -12.2% | +14.8% | +8.1% |
| 3M | +11.5% | -6.6% | +18.1% | +13.9% |
| 6M | +35.3% | +3.2% | +32.2% | +31.4% |
| YTD | +48.6% | -1.3% | +49.9% | +46.7% |
| 1Y | +46.7% | +13.6% | +33.1% | +35.9% |
| 3Y | +57.0% | +210.9% | -153.9% | -9.5% |
| 5Y | +41.8% | +246.9% | -205.0% | -24.4% |
| 10Y | +55.2% | +310.1% | -254.9% | -27.7% |
| All | +55.2% | +304.3% | -249.1% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RL.
Daily Out/Under-Performance
Portfolio return minus RL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RL 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 RL 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