+5,070.6%
BEN vs RRC
+1,418.2%
+3,652.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.3% | +6.1% | +6.3% |
| 7D | +12.2% | -10.3% | +22.5% | +13.7% |
| 30D | +12.1% | +19.5% | -7.4% | +9.2% |
| 3M | +7.3% | +27.9% | -20.6% | +3.4% |
| 6M | +17.9% | +21.2% | -3.3% | +14.2% |
| YTD | +55.4% | +39.6% | +15.9% | +47.4% |
| 1Y | +69.3% | +31.3% | +38.1% | +61.7% |
| 3Y | +82.8% | +51.9% | +30.9% | +69.4% |
| 5Y | +28.8% | +110.2% | -81.4% | +11.2% |
| 10Y | +53.9% | +56.7% | -2.8% | +22.3% |
| All | +5,070.6% | +1,418.2% | +3,652.4% | +3,555.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling