+58.3%
BEN vs RRC
+67.7%
-9.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.8% | -3.6% | +0.4% |
| 7D | +12.1% | -5.2% | +17.3% | +13.1% |
| 30D | +13.4% | +25.2% | -11.8% | +8.6% |
| 3M | +9.4% | +27.4% | -18.0% | +4.3% |
| 6M | +19.3% | +27.0% | -7.7% | +13.4% |
| YTD | +57.3% | +46.3% | +11.0% | +45.1% |
| 1Y | +69.1% | +37.1% | +32.0% | +57.7% |
| 3Y | +85.6% | +60.2% | +25.5% | +65.5% |
| 5Y | +32.9% | +136.6% | -103.7% | +6.2% |
| 10Y | +58.3% | +68.8% | -10.5% | +4.4% |
| All | +58.3% | +67.7% | -9.4% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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