+41.8%
BEN vs RRC
+153.5%
-111.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | 0.0% | -0.2% |
| 7D | +4.7% | -1.2% | +5.9% | +4.9% |
| 30D | +2.6% | +9.4% | -6.8% | +1.0% |
| 3M | +11.5% | +7.4% | +4.1% | +9.9% |
| 6M | +35.3% | +1.5% | +33.9% | +34.2% |
| YTD | +48.6% | +19.4% | +29.2% | +42.7% |
| 1Y | +46.7% | +24.2% | +22.5% | +39.2% |
| 3Y | +57.0% | +32.8% | +24.2% | +44.5% |
| 5Y | +41.8% | +152.9% | -111.1% | +11.6% |
| All | +41.8% | +153.5% | -111.7% | +11.6% |
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