+31.4%
BEN vs RRC
+114.1%
-82.7%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.3% | +6.1% | +6.3% |
| 7D | +12.2% | -10.3% | +22.5% | +14.0% |
| 30D | +12.1% | +19.5% | -7.4% | +8.6% |
| 3M | +7.3% | +27.9% | -20.6% | +2.6% |
| 6M | +17.9% | +21.2% | -3.3% | +13.5% |
| YTD | +55.4% | +39.6% | +15.9% | +45.0% |
| 1Y | +69.3% | +31.3% | +38.1% | +59.6% |
| 3Y | +82.8% | +51.9% | +30.9% | +64.5% |
| All | +31.4% | +114.1% | -82.7% | +10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling